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 | $51,048 | $63,346-19.4% | $92,233-44.7% | $70,131-27.2% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 13.64% | 530.12%-516.5pp | 176.28%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $741 | $2,471-70.0% | $3,679-79.9% | $2,342-68.4% |
| Participant deferral / active EE | $1,526 | $2,854-46.5% | $3,897-60.9% | $3,332-54.2% |
| Admin fee / account holder | $893 | $3,840-76.8% | $5,194-82.8% | $4,645-80.8% |