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 | $51,563 | $99,652-48.3% | $78,778-34.5% | $147,584-65.1% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 18.18% | 47.28%-29.1pp | 35.62%-17.4pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,287 | $2,796-18.2% | $1,986+15.2% | $4,876-53.1% |
| Participant deferral / active EE | $5,704 | $3,664+55.7% | $2,958+92.8% | $5,439+4.9% |
| Admin fee / account holder | $11,247 | $7,155+57.2% | $5,134+119.1% | $10,885+3.3% |