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 | $46,398 | $105,998-56.2% | $92,233-49.7% | $147,584-68.6% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 16.83% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,396 | $4,333-67.8% | $3,679-62.1% | $4,876-71.4% |
| Participant deferral / active EE | $2,152 | $4,478-51.9% | $3,897-44.8% | $5,439-60.4% |
| Admin fee / account holder | $1,085 | $6,332-82.9% | $5,194-79.1% | $10,885-90.0% |