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 | $44,864 | $106,890-58.0% | $84,015-46.6% | $152,861-70.7% |
| Participation rate | 78.9% | 75.2%+3.7pp | 69.0%+9.9pp | 82.4%-3.5pp |
| Annual return | 17.19% | 104.99%-87.8pp | 71.31%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $910 | $2,734-66.7% | $1,983-54.1% | $4,762-80.9% |
| Participant deferral / active EE | $3,810 | $4,011-5.0% | $3,239+17.6% | $5,850-34.9% |
| Admin fee / account holder | $4,118 | $8,285-50.3% | $6,101-32.5% | $11,596-64.5% |