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 | $50,216 | $118,450-57.6% | $98,439-49.0% | $139,434-64.0% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 9.86% | 18.94%-9.1pp | 21.16%-11.3pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,749 | $3,609-23.8% | $3,048-9.8% | $4,751-42.1% |
| Participant deferral / active EE | $2,819 | $5,392-47.7% | $4,738-40.5% | $6,710-58.0% |
| Admin fee / account holder | $25,588 | $14,026+82.4% | $8,948+186.0% | $11,403+124.4% |