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 | $63,250 | $118,849-46.8% | $96,562-34.5% | $167,490-62.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 14.26% | 50.49%-36.2pp | 37.78%-23.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,979 | $3,120-4.5% | $2,356+26.4% | $4,837-38.4% |
| Participant deferral / active EE | $8,456 | $4,616+83.2% | $3,849+119.7% | $6,341+33.3% |
| Admin fee / account holder | $5,578 | $8,065-30.8% | $6,181-9.8% | $12,309-54.7% |