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 | $28,476 | $99,652-71.4% | $78,778-63.9% | $147,584-80.7% |
| Participation rate | 73.9% | 76.2%-2.3pp | 69.2%+4.7pp | 82.8%-8.9pp |
| Annual return | 12.85% | 47.28%-34.4pp | 35.62%-22.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,169 | $2,796-58.2% | $1,986-41.1% | $4,876-76.0% |
| Participant deferral / active EE | $2,937 | $3,664-19.8% | $2,958-0.7% | $5,439-46.0% |
| Admin fee / account holder | $324 | $7,155-95.5% | $5,134-93.7% | $10,885-97.0% |