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 | $54,572 | $91,552-40.4% | $133,956-59.3% | $79,858-31.7% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.6%+28.6pp |
| Annual return | 12.68% | 61.85%-49.2pp | 45.09%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $877 | $2,384-63.2% | $3,919-77.6% | $2,471-64.5% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,006 | $6,321-5.0% | $8,927-32.7% | $5,306+13.2% |