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 | $52,910 | $92,703-42.9% | $82,719-36.0% | $134,475-60.7% |
| Participation rate | 78.9% | 75.2%+3.8pp | 72.6%+6.4pp | 81.2%-2.3pp |
| Annual return | 22.07% | 944.92%-922.9pp | 701.18%-679.1pp | 417.96%-395.9pp |
| Employer contribution / active EE | $1,664 | $3,274-49.2% | $3,009-44.7% | $4,740-64.9% |
| Participant deferral / active EE | $3,243 | $4,802-32.5% | $4,395-26.2% | $6,400-49.3% |
| Admin fee / account holder | $941 | $5,983-84.3% | $5,329-82.3% | $11,426-91.8% |