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 | $54,706 | $99,652-45.1% | $78,778-30.6% | $147,584-62.9% |
| Participation rate | 95.7% | 76.2%+19.4pp | 69.2%+26.5pp | 82.8%+12.8pp |
| Annual return | 17.35% | 47.28%-29.9pp | 35.62%-18.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,732 | $2,796-38.1% | $1,986-12.8% | $4,876-64.5% |
| Participant deferral / active EE | $4,144 | $3,664+13.1% | $2,958+40.1% | $5,439-23.8% |
| Admin fee / account holder | $3,700 | $7,155-48.3% | $5,134-27.9% | $10,885-66.0% |