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 | $48,618 | $115,770-58.0% | $101,248-52.0% | $158,922-69.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 40.18% | 56.14%-16.0pp | 46.47%-6.3pp | 302.83%-262.6pp |
| Employer contribution / active EE | $2,299 | $4,175-44.9% | $3,660-37.2% | $4,761-51.7% |
| Participant deferral / active EE | $3,677 | $4,957-25.8% | $4,370-15.9% | $5,982-38.5% |
| Admin fee / account holder | $804 | $7,245-88.9% | $5,945-86.5% | $11,246-92.8% |