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 | $50,430 | $106,890-52.8% | $84,015-40.0% | $152,861-67.0% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 14.35% | 104.99%-90.6pp | 71.31%-57.0pp | 345.32%-331.0pp |
| Employer contribution / active EE | $526 | $2,734-80.8% | $1,983-73.5% | $4,762-89.0% |
| Participant deferral / active EE | $6,348 | $4,011+58.3% | $3,239+96.0% | $5,850+8.5% |
| Admin fee / account holder | $5,384 | $8,285-35.0% | $6,101-11.7% | $11,596-53.6% |