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 | $30,186 | $104,664-71.2% | $85,682-64.8% | $167,490-82.0% |
| Participation rate | 95.2% | 76.4%+18.9pp | 69.9%+25.4pp | 82.1%+13.1pp |
| Annual return | 14.91% | 21.45%-6.5pp | 21.49%-6.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,901 | $3,337-13.1% | $2,618+10.8% | $4,837-40.0% |
| Participant deferral / active EE | $5,136 | $4,824+6.5% | $3,923+30.9% | $6,341-19.0% |
| Admin fee / account holder | $1,546 | $10,032-84.6% | $6,873-77.5% | $12,309-87.4% |