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 8-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 | $48,888 | $99,877-51.1% | $84,966-42.5% | $145,922-66.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 13.11% | 83.76%-70.7pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $786 | $3,231-75.7% | $2,727-71.2% | $4,660-83.1% |
| Participant deferral / active EE | $5,425 | $5,291+2.5% | $4,519+20.0% | $6,688-18.9% |
| Admin fee / account holder | $18,762 | $7,248+158.9% | $6,149+205.1% | $13,397+40.0% |