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 | $34,954 | $99,652-64.9% | $78,778-55.6% | $147,584-76.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 12.96% | 47.28%-34.3pp | 35.62%-22.7pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,715 | $2,796-38.7% | $1,986-13.6% | $4,876-64.8% |
| Participant deferral / active EE | $2,048 | $3,664-44.1% | $2,958-30.8% | $5,439-62.3% |
| Admin fee / account holder | $859 | $7,155-88.0% | $5,134-83.3% | $10,885-92.1% |