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 | $56,675 | $116,175-51.2% | $93,606-39.5% | $152,861-62.9% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 18.66% | 35.96%-17.3pp | 32.76%-14.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,643 | $3,218-17.9% | $2,718-2.8% | $4,762-44.5% |
| Participant deferral / active EE | $4,212 | $4,603-8.5% | $4,069+3.5% | $5,850-28.0% |
| Admin fee / account holder | $1,101 | $10,748-89.8% | $7,888-86.0% | $11,596-90.5% |