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 | $50,986 | $116,175-56.1% | $93,606-45.5% | $152,861-66.6% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.4%+6.4pp |
| Annual return | 12.11% | 35.96%-23.8pp | 32.76%-20.6pp | 345.32%-333.2pp |
| Employer contribution / active EE | $1,323 | $3,218-58.9% | $2,718-51.3% | $4,762-72.2% |
| Participant deferral / active EE | $1,946 | $4,603-57.7% | $4,069-52.2% | $5,850-66.7% |
| Admin fee / account holder | $457 | $10,748-95.7% | $7,888-94.2% | $11,596-96.1% |