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 | $20,356 | $176,377-88.5% | $134,143-84.8% | $158,922-87.2% |
| Participation rate | 90.0% | 78.7%+11.3pp | 72.2%+17.8pp | 82.0%+8.0pp |
| Annual return | 11.78% | 63.63%-51.8pp | 36.33%-24.6pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,683 | $5,040-46.8% | $3,704-27.6% | $4,761-43.7% |
| Participant deferral / active EE | $6,831 | $4,091+67.0% | $3,499+95.2% | $5,982+14.2% |
| Admin fee / account holder | $6,194 | $8,718-29.0% | $6,684-7.3% | $11,246-44.9% |