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 | $51,504 | $99,652-48.3% | $78,778-34.6% | $147,584-65.1% |
| Participation rate | 72.7% | 76.2%-3.5pp | 69.2%+3.5pp | 82.8%-10.1pp |
| Annual return | 9.54% | 47.28%-37.7pp | 35.62%-26.1pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,452 | $2,796-48.1% | $1,986-26.9% | $4,876-70.2% |
| Participant deferral / active EE | $2,135 | $3,664-41.7% | $2,958-27.8% | $5,439-60.7% |
| Admin fee / account holder | $6,368 | $7,155-11.0% | $5,134+24.0% | $10,885-41.5% |