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 | $29,444 | $105,998-72.2% | $92,233-68.1% | $147,584-80.0% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 18.50% | 50.05%-31.5pp | 176.28%-157.8pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,046 | $4,333-52.8% | $3,679-44.4% | $4,876-58.0% |
| Participant deferral / active EE | $3,091 | $4,478-31.0% | $3,897-20.7% | $5,439-43.2% |
| Admin fee / account holder | $1,734 | $6,332-72.6% | $5,194-66.6% | $10,885-84.1% |