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 | $44,069 | $99,652-55.8% | $78,778-44.1% | $147,584-70.1% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.2%+7.7pp | 82.8%-5.9pp |
| Annual return | 12.64% | 47.28%-34.6pp | 35.62%-23.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $971 | $2,796-65.3% | $1,986-51.1% | $4,876-80.1% |
| Participant deferral / active EE | $1,106 | $3,664-69.8% | $2,958-62.6% | $5,439-79.7% |
| Admin fee / account holder | $11,068 | $7,155+54.7% | $5,134+115.6% | $10,885+1.7% |