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 | $57,305 | $104,907-45.4% | $84,611-32.3% | $152,861-62.5% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.4%-9.7pp |
| Annual return | 16.67% | 373.79%-357.1pp | 258.74%-242.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,788 | $3,302-45.8% | $2,652-32.6% | $4,762-62.5% |
| Participant deferral / active EE | $4,233 | $4,688-9.7% | $3,899+8.6% | $5,850-27.6% |
| Admin fee / account holder | $1,379 | $6,241-77.9% | $4,912-71.9% | $11,596-88.1% |