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 | $47,246 | $107,334-56.0% | $92,893-49.1% | $152,861-69.1% |
| Participation rate | 77.3% | 79.8%-2.5pp | 76.0%+1.3pp | 82.4%-5.2pp |
| Annual return | 22.19% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $784 | $4,221-81.4% | $3,653-78.5% | $4,762-83.5% |
| Participant deferral / active EE | $5,715 | $4,845+18.0% | $4,236+34.9% | $5,850-2.3% |
| Admin fee / account holder | $502 | $7,079-92.9% | $5,794-91.3% | $11,596-95.7% |