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 | $50,754 | $106,890-52.5% | $84,015-39.6% | $152,861-66.8% |
| Participation rate | 76.5% | 75.2%+1.2pp | 69.0%+7.5pp | 82.4%-6.0pp |
| Annual return | 20.94% | 104.99%-84.0pp | 71.31%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $808 | $2,734-70.4% | $1,983-59.3% | $4,762-83.0% |
| Participant deferral / active EE | $2,212 | $4,011-44.9% | $3,239-31.7% | $5,850-62.2% |
| Admin fee / account holder | $1,265 | $8,285-84.7% | $6,101-79.3% | $11,596-89.1% |