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 | $50,738 | $112,881-55.1% | $90,951-44.2% | $158,922-68.1% |
| Participation rate | 87.0% | 74.7%+12.2pp | 69.0%+17.9pp | 82.0%+5.0pp |
| Annual return | 11.70% | 215.79%-204.1pp | 134.60%-122.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,666 | $2,893-42.4% | $2,122-21.5% | $4,761-65.0% |
| Participant deferral / active EE | $2,513 | $4,128-39.1% | $3,373-25.5% | $5,982-58.0% |
| Admin fee / account holder | $582 | $8,041-92.8% | $5,959-90.2% | $11,246-94.8% |