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 | $52,342 | $99,652-47.5% | $78,778-33.6% | $147,584-64.5% |
| Participation rate | 70.8% | 76.2%-5.4pp | 69.2%+1.6pp | 82.8%-12.0pp |
| Annual return | 24.88% | 47.28%-22.4pp | 35.62%-10.7pp | 578.55%-553.7pp |
| Employer contribution / active EE | $2,599 | $2,796-7.0% | $1,986+30.9% | $4,876-46.7% |
| Participant deferral / active EE | $4,059 | $3,664+10.8% | $2,958+37.2% | $5,439-25.4% |
| Admin fee / account holder | $7,447 | $7,155+4.1% | $5,134+45.1% | $10,885-31.6% |