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 | $50,484 | $89,739-43.7% | $149,718-66.3% | $62,292-19.0% |
| Participation rate | 90.1% | 85.1%+5.0pp | 87.1%+3.0pp | 69.5%+20.6pp |
| Annual return | 16.51% | 21.01%-4.5pp | 1501.63%-1485.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,418 | $3,233-25.2% | $5,445-55.6% | $2,042+18.4% |
| Participant deferral / active EE | $4,118 | $4,797-14.2% | $6,569-37.3% | $3,169+29.9% |
| Admin fee / account holder | $1,867 | $551+238.6% | $11,283-83.5% | $479+289.4% |