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 | $75,075 | $99,652-24.7% | $78,778-4.7% | $147,584-49.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 11.00% | 47.28%-36.3pp | 35.62%-24.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $745 | $2,796-73.3% | $1,986-62.5% | $4,876-84.7% |
| Participant deferral / active EE | $3,060 | $3,664-16.5% | $2,958+3.4% | $5,439-43.7% |
| Admin fee / account holder | $6,090 | $7,155-14.9% | $5,134+18.6% | $10,885-44.1% |