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 | $55,302 | $109,982-49.7% | $97,226-43.1% | $145,922-62.1% |
| Participation rate | 73.7% | 75.9%-2.3pp | 72.7%+1.0pp | 80.3%-6.6pp |
| Annual return | 12.90% | 242.90%-230.0pp | 75.13%-62.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,748 | $3,084-43.3% | $2,729-36.0% | $4,660-62.5% |
| Participant deferral / active EE | $4,335 | $4,676-7.3% | $4,264+1.7% | $6,688-35.2% |
| Admin fee / account holder | $15,804 | $6,221+154.1% | $5,654+179.5% | $13,397+18.0% |