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 | $50,853 | $99,652-49.0% | $78,778-35.4% | $147,584-65.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 10.89% | 47.28%-36.4pp | 35.62%-24.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $567 | $2,796-79.7% | $1,986-71.5% | $4,876-88.4% |
| Participant deferral / active EE | $5,792 | $3,664+58.1% | $2,958+95.8% | $5,439+6.5% |
| Admin fee / account holder | $772 | $7,155-89.2% | $5,134-85.0% | $10,885-92.9% |