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 | $64,408 | $99,652-35.4% | $78,778-18.2% | $147,584-56.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 18.48% | 47.28%-28.8pp | 35.62%-17.1pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,638 | $2,796-5.6% | $1,986+32.9% | $4,876-45.9% |
| Participant deferral / active EE | $3,018 | $3,664-17.6% | $2,958+2.0% | $5,439-44.5% |
| Admin fee / account holder | $1,113 | $7,155-84.5% | $5,134-78.3% | $10,885-89.8% |