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 | $54,899 | $118,849-53.8% | $96,562-43.1% | $167,490-67.2% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 14.24% | 50.49%-36.2pp | 37.78%-23.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $849 | $3,120-72.8% | $2,356-64.0% | $4,837-82.4% |
| Participant deferral / active EE | $3,097 | $4,616-32.9% | $3,849-19.5% | $6,341-51.2% |
| Admin fee / account holder | $1,516 | $8,065-81.2% | $6,181-75.5% | $12,309-87.7% |