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 | $48,329 | $111,724-56.7% | $93,606-48.4% | $145,922-66.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 11.13% | 202.98%-191.8pp | 133.20%-122.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,682 | $3,090-13.2% | $2,420+10.9% | $4,660-42.4% |
| Participant deferral / active EE | $7,397 | $4,912+50.6% | $4,411+67.7% | $6,688+10.6% |
| Admin fee / account holder | $6,978 | $10,250-31.9% | $8,285-15.8% | $13,397-47.9% |