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 | $50,248 | $93,571-46.3% | $135,903-63.0% | $75,163-33.1% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 20.35% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $900 | $3,537-74.6% | $4,856-81.5% | $2,670-66.3% |
| Participant deferral / active EE | $2,862 | $6,404-55.3% | $7,758-63.1% | $4,125-30.6% |
| Admin fee / account holder | $2,122 | $6,975-69.6% | $10,762-80.3% | $5,651-62.4% |