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 | $50,189 | $99,652-49.6% | $78,778-36.3% | $147,584-66.0% |
| Participation rate | 77.3% | 76.2%+1.0pp | 69.2%+8.1pp | 82.8%-5.6pp |
| Annual return | 16.32% | 47.28%-31.0pp | 35.62%-19.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $455 | $2,796-83.7% | $1,986-77.1% | $4,876-90.7% |
| Participant deferral / active EE | $2,264 | $3,664-38.2% | $2,958-23.5% | $5,439-58.4% |
| Admin fee / account holder | $1,318 | $7,155-81.6% | $5,134-74.3% | $10,885-87.9% |