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 | $38,593 | $95,971-59.8% | $74,550-48.2% | $135,375-71.5% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | 11.73% | 56.96%-45.2pp | 32.53%-20.8pp | 519.73%-508.0pp |
| Employer contribution / active EE | $1,053 | $2,716-61.2% | $1,961-46.3% | $4,779-78.0% |
| Participant deferral / active EE | $1,357 | $3,843-64.7% | $3,108-56.3% | $5,609-75.8% |
| Admin fee / account holder | $3,932 | $6,522-39.7% | $5,060-22.3% | $10,827-63.7% |