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 | $54,761 | $117,841-53.5% | $102,423-46.5% | $145,922-62.5% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 14.63% | 31.65%-17.0pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,060 | $3,615-43.0% | $3,023-31.9% | $4,660-55.8% |
| Participant deferral / active EE | $2,296 | $5,731-59.9% | $5,053-54.6% | $6,688-65.7% |
| Admin fee / account holder | $1,281 | $13,326-90.4% | $9,451-86.4% | $13,397-90.4% |