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 | $49,637 | $117,983-57.9% | $101,794-51.2% | $142,382-65.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.71% | 36.92%-25.2pp | 30.53%-18.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,682 | $2,773-39.3% | $2,289-26.5% | $4,299-60.9% |
| Participant deferral / active EE | $3,005 | $4,714-36.2% | $4,084-26.4% | $6,507-53.8% |
| Admin fee / account holder | $19,252 | $10,433+84.5% | $8,777+119.3% | $12,624+52.5% |