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 | $54,394 | $127,777-57.4% | $106,548-48.9% | $167,490-67.5% |
| Participation rate | 86.7% | 78.3%+8.4pp | 76.1%+10.5pp | 82.1%+4.6pp |
| Annual return | 22.32% | 33.87%-11.6pp | 26.80%-4.5pp | 478.56%-456.2pp |
| Employer contribution / active EE | $601 | $3,427-82.5% | $2,819-78.7% | $4,837-87.6% |
| Participant deferral / active EE | $1,533 | $5,087-69.9% | $4,398-65.1% | $6,341-75.8% |
| Admin fee / account holder | $1,879 | $11,228-83.3% | $7,407-74.6% | $12,309-84.7% |