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 | $52,492 | $112,096-53.2% | $95,952-45.3% | $158,922-67.0% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 18.15% | 171.09%-152.9pp | 91.61%-73.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,091 | $3,198-34.6% | $2,541-17.7% | $4,761-56.1% |
| Participant deferral / active EE | $6,387 | $4,784+33.5% | $4,167+53.3% | $5,982+6.8% |
| Admin fee / account holder | $850 | $10,130-91.6% | $6,795-87.5% | $11,246-92.4% |