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 | $45,832 | $111,754-59.0% | $103,333-55.6% | $145,922-68.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.25% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $14,813 | $4,212+251.6% | $3,868+283.0% | $4,660+217.9% |
| Participant deferral / active EE | $10,071 | $5,619+79.2% | $5,057+99.1% | $6,688+50.6% |
| Admin fee / account holder | $70,722 | $9,750+625.3% | $8,355+746.5% | $13,397+427.9% |