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 | $51,675 | $39,162+32.0% | $100,671-48.7% | $59,632-13.3% |
| Participation rate | 75.0% | 55.9%+19.1pp | 70.7%+4.3pp | 68.7%+6.3pp |
| Annual return | -1.18% | 21.07%-22.2pp | 20.43%-21.6pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $757 | $1,151-34.2% | $4,012-81.1% | $2,203-65.6% |
| Participant deferral / active EE | $1,894 | $1,992-4.9% | $3,144-39.8% | $3,192-40.7% |
| Admin fee / account holder | $1,217 | $2,969-59.0% | $4,850-74.9% | $4,297-71.7% |