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 | $54,230 | $102,604-47.1% | $86,188-37.1% | $139,434-61.1% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 14.17% | 1922.51%-1908.3pp | 1168.45%-1154.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $543 | $3,032-82.1% | $2,380-77.2% | $4,751-88.6% |
| Participant deferral / active EE | $2,611 | $4,676-44.2% | $3,985-34.5% | $6,710-61.1% |
| Admin fee / account holder | $12,065 | $8,657+39.4% | $6,852+76.1% | $11,403+5.8% |