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 | $50,689 | $109,327-53.6% | $89,391-43.3% | $158,922-68.1% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 13.21% | 345.68%-332.5pp | 245.62%-232.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,271 | $3,170-28.3% | $2,586-12.1% | $4,761-52.3% |
| Participant deferral / active EE | $6,580 | $4,598+43.1% | $3,890+69.2% | $5,982+10.0% |
| Admin fee / account holder | $1,947 | $6,153-68.4% | $4,881-60.1% | $11,246-82.7% |