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 | $50,825 | $99,652-49.0% | $78,778-35.5% | $147,584-65.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 16.54% | 47.28%-30.7pp | 35.62%-19.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,462 | $2,796-47.7% | $1,986-26.3% | $4,876-70.0% |
| Participant deferral / active EE | $2,222 | $3,664-39.4% | $2,958-24.9% | $5,439-59.2% |
| Admin fee / account holder | $8,514 | $7,155+19.0% | $5,134+65.8% | $10,885-21.8% |