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 | $50,573 | $108,172-53.2% | $77,482-34.7% | $158,922-68.2% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 10.56% | 31.67%-21.1pp | 54.79%-44.2pp | 302.83%-292.3pp |
| Employer contribution / active EE | $917 | $1,325-30.8% | $986-7.0% | $4,761-80.7% |
| Participant deferral / active EE | $4,297 | $2,456+75.0% | $1,861+130.9% | $5,982-28.2% |
| Admin fee / account holder | $10,028 | $3,708+170.5% | $2,858+250.9% | $11,246-10.8% |