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 | $49,044 | $115,770-57.6% | $101,248-51.6% | $158,922-69.1% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 15.97% | 56.14%-40.2pp | 46.47%-30.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,961 | $4,175-53.0% | $3,660-46.4% | $4,761-58.8% |
| Participant deferral / active EE | $8,400 | $4,957+69.5% | $4,370+92.2% | $5,982+40.4% |
| Admin fee / account holder | $7,455 | $7,245+2.9% | $5,945+25.4% | $11,246-33.7% |