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 | $55,662 | $102,604-45.8% | $86,188-35.4% | $139,434-60.1% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.0%+1.6pp | 80.3%-9.7pp |
| Annual return | 13.71% | 1922.51%-1908.8pp | 1168.45%-1154.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,487 | $3,032-51.0% | $2,380-37.5% | $4,751-68.7% |
| Participant deferral / active EE | $3,418 | $4,676-26.9% | $3,985-14.2% | $6,710-49.1% |
| Admin fee / account holder | $7,624 | $8,657-11.9% | $6,852+11.3% | $11,403-33.1% |