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 | $52,862 | $99,652-47.0% | $78,778-32.9% | $147,584-64.2% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 16.12% | 47.28%-31.2pp | 35.62%-19.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,321 | $2,796-52.8% | $1,986-33.5% | $4,876-72.9% |
| Participant deferral / active EE | $1,207 | $3,664-67.1% | $2,958-59.2% | $5,439-77.8% |
| Admin fee / account holder | $1,611 | $7,155-77.5% | $5,134-68.6% | $10,885-85.2% |