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 | $56,283 | $98,750-43.0% | $149,696-62.4% | $79,858-29.5% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.5%-5.0pp | 69.6%+7.9pp |
| Annual return | 18.56% | 27.43%-8.9pp | 276.60%-258.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,744 | $3,216-14.7% | $4,644-40.9% | $2,471+11.0% |
| Participant deferral / active EE | $7,186 | $5,680+26.5% | $6,842+5.0% | $3,740+92.1% |
| Admin fee / account holder | $4,366 | $6,053-27.9% | $9,309-53.1% | $5,306-17.7% |