See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,819 | $111,754-51.8% | $103,333-47.9% | $145,922-63.1% |
| Participation rate | 77.3% | 77.9%-0.7pp | 74.5%+2.8pp | 80.3%-3.0pp |
| Annual return | 11.53% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,787 | $4,212-57.6% | $3,868-53.8% | $4,660-61.7% |
| Participant deferral / active EE | $2,444 | $5,619-56.5% | $5,057-51.7% | $6,688-63.5% |
| Admin fee / account holder | $14,050 | $9,750+44.1% | $8,355+68.2% | $13,397+4.9% |