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 | $56,632 | $87,166-35.0% | $76,735-26.2% | $137,256-58.7% |
| Participation rate | 95.0% | 74.4%+20.6pp | 69.5%+25.5pp | 80.0%+15.0pp |
| Annual return | 11.04% | 26.50%-15.5pp | 29.77%-18.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,702 | $2,904-41.4% | $2,454-30.6% | $4,156-59.0% |
| Participant deferral / active EE | $5,211 | $4,726+10.2% | $4,088+27.5% | $6,407-18.7% |
| Admin fee / account holder | $22,750 | $8,403+170.7% | $7,189+216.4% | $12,270+85.4% |