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 | $49,117 | $99,652-50.7% | $78,778-37.7% | $147,584-66.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 12.99% | 47.28%-34.3pp | 35.62%-22.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,713 | $2,796-38.7% | $1,986-13.7% | $4,876-64.9% |
| Participant deferral / active EE | $2,172 | $3,664-40.7% | $2,958-26.6% | $5,439-60.1% |
| Admin fee / account holder | $1,928 | $7,155-73.0% | $5,134-62.4% | $10,885-82.3% |