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 | $31,530 | $99,652-68.4% | $78,778-60.0% | $147,584-78.6% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.2%+4.5pp | 82.8%-9.1pp |
| Annual return | 11.58% | 47.28%-35.7pp | 35.62%-24.0pp | 578.55%-567.0pp |
| Employer contribution / active EE | $461 | $2,796-83.5% | $1,986-76.8% | $4,876-90.5% |
| Participant deferral / active EE | $3,894 | $3,664+6.3% | $2,958+31.6% | $5,439-28.4% |
| Admin fee / account holder | $352 | $7,155-95.1% | $5,134-93.1% | $10,885-96.8% |