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 | $56,984 | $106,515-46.5% | $96,683-41.1% | $139,434-59.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 19.94% | 38.43%-18.5pp | 35.69%-15.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $9,073 | $4,103+121.1% | $3,737+142.8% | $4,751+91.0% |
| Participant deferral / active EE | $6,295 | $5,454+15.4% | $4,878+29.0% | $6,710-6.2% |
| Admin fee / account holder | $4,438 | $7,877-43.7% | $6,730-34.1% | $11,403-61.1% |