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 | $49,010 | $63,346-22.6% | $92,233-46.9% | $70,131-30.1% |
| Participation rate | 75.9% | 68.7%+7.2pp | 76.5%-0.6pp | 69.5%+6.3pp |
| Annual return | 14.70% | 530.12%-515.4pp | 176.28%-161.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,949 | $2,471-21.1% | $3,679-47.0% | $2,342-16.8% |
| Participant deferral / active EE | $1,923 | $2,854-32.6% | $3,897-50.7% | $3,332-42.3% |
| Admin fee / account holder | $330 | $3,840-91.4% | $5,194-93.6% | $4,645-92.9% |