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 | $41,246 | $99,652-58.6% | $78,778-47.6% | $147,584-72.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 21.69% | 47.28%-25.6pp | 35.62%-13.9pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,970 | $2,796+6.2% | $1,986+49.6% | $4,876-39.1% |
| Participant deferral / active EE | $8,073 | $3,664+120.4% | $2,958+172.9% | $5,439+48.4% |
| Admin fee / account holder | $1,589 | $7,155-77.8% | $5,134-69.1% | $10,885-85.4% |