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 | $30,546 | $99,652-69.3% | $78,778-61.2% | $147,584-79.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 17.23% | 47.28%-30.1pp | 35.62%-18.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,075 | $2,796-25.8% | $1,986+4.5% | $4,876-57.5% |
| Participant deferral / active EE | $6,629 | $3,664+80.9% | $2,958+124.1% | $5,439+21.9% |
| Admin fee / account holder | $2,282 | $7,155-68.1% | $5,134-55.5% | $10,885-79.0% |