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 | $48,398 | $99,652-51.4% | $78,778-38.6% | $147,584-67.2% |
| Participation rate | 78.9% | 76.2%+2.7pp | 69.2%+9.8pp | 82.8%-3.9pp |
| Annual return | 11.25% | 47.28%-36.0pp | 35.62%-24.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $646 | $2,796-76.9% | $1,986-67.4% | $4,876-86.7% |
| Participant deferral / active EE | $1,784 | $3,664-51.3% | $2,958-39.7% | $5,439-67.2% |
| Admin fee / account holder | $13,696 | $7,155+91.4% | $5,134+166.8% | $10,885+25.8% |