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 | $50,741 | $86,286-41.2% | $111,297-54.4% | $85,850-40.9% |
| Participation rate | 72.2% | 73.3%-1.1pp | 77.3%-5.1pp | 69.3%+2.9pp |
| Annual return | 12.67% | 19.99%-7.3pp | 54.65%-42.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,902 | $2,043+42.0% | $2,731+6.3% | $2,565+13.1% |
| Participant deferral / active EE | $6,015 | $3,641+65.2% | $4,487+34.1% | $3,952+52.2% |
| Admin fee / account holder | $34,396 | $8,188+320.1% | $7,964+331.9% | $6,260+449.5% |