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 | $39,619 | $99,652-60.2% | $78,778-49.7% | $147,584-73.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 13.98% | 47.28%-33.3pp | 35.62%-21.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,355 | $2,796-51.5% | $1,986-31.8% | $4,876-72.2% |
| Participant deferral / active EE | $2,078 | $3,664-43.3% | $2,958-29.8% | $5,439-61.8% |
| Admin fee / account holder | $8,533 | $7,155+19.3% | $5,134+66.2% | $10,885-21.6% |