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 | $48,112 | $96,484-50.1% | $75,886-36.6% | $152,861-68.5% |
| Participation rate | 78.9% | 76.2%+2.8pp | 69.3%+9.7pp | 82.4%-3.5pp |
| Annual return | 18.84% | 33.98%-15.1pp | 30.76%-11.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,783 | $3,309-46.1% | $2,500-28.7% | $4,762-62.6% |
| Participant deferral / active EE | $4,138 | $4,553-9.1% | $3,603+14.8% | $5,850-29.3% |
| Admin fee / account holder | $5,457 | $8,078-32.4% | $5,418+0.7% | $11,596-52.9% |