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 | $46,404 | $107,934-57.0% | $91,989-49.6% | $152,861-69.6% |
| Participation rate | 81.0% | 81.2%-0.2pp | 78.6%+2.3pp | 82.4%-1.5pp |
| Annual return | 29.68% | 89.24%-59.6pp | 69.02%-39.3pp | 345.32%-315.6pp |
| Employer contribution / active EE | $2,515 | $4,210-40.3% | $3,452-27.1% | $4,762-47.2% |
| Participant deferral / active EE | $3,464 | $6,364-45.6% | $5,923-41.5% | $5,850-40.8% |
| Admin fee / account holder | $445 | $10,520-95.8% | $7,743-94.2% | $11,596-96.2% |