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 | $53,756 | $117,841-54.4% | $102,423-47.5% | $145,922-63.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 15.48% | 31.65%-16.2pp | 29.32%-13.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,073 | $3,615-70.3% | $3,023-64.5% | $4,660-77.0% |
| Participant deferral / active EE | $5,708 | $5,731-0.4% | $5,053+13.0% | $6,688-14.7% |
| Admin fee / account holder | $548 | $13,326-95.9% | $9,451-94.2% | $13,397-95.9% |