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 | $50,372 | $152,509-67.0% | $117,472-57.1% | $134,475-62.5% |
| Participation rate | 81.3% | 77.1%+4.2pp | 70.6%+10.7pp | 81.2%0pp |
| Annual return | 12.13% | 52.99%-40.9pp | 29.74%-17.6pp | 417.96%-405.8pp |
| Employer contribution / active EE | $3,844 | $5,571-31.0% | $4,176-7.9% | $4,740-18.9% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,393 | $7,004-8.7% | $5,645+13.2% | $11,426-44.1% |