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 | $52,968 | $99,877-47.0% | $84,966-37.7% | $145,922-63.7% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 8.12% | 83.76%-75.6pp | 66.38%-58.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,164 | $3,231-33.0% | $2,727-20.7% | $4,660-53.6% |
| Participant deferral / active EE | $2,464 | $5,291-53.4% | $4,519-45.5% | $6,688-63.2% |
| Admin fee / account holder | $8,630 | $7,248+19.1% | $6,149+40.4% | $13,397-35.6% |