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 | $31,406 | $90,348-65.2% | $75,972-58.7% | $145,922-78.5% |
| Participation rate | 78.9% | 74.5%+4.5pp | 69.1%+9.9pp | 80.3%-1.3pp |
| Annual return | 11.50% | 620.88%-609.4pp | 359.55%-348.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,105 | $3,311-36.4% | $2,685-21.6% | $4,660-54.8% |
| Participant deferral / active EE | $1,158 | $5,162-77.6% | $4,255-72.8% | $6,688-82.7% |
| Admin fee / account holder | $5,486 | $8,467-35.2% | $6,467-15.2% | $13,397-59.0% |