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 | $36,971 | $73,515-49.7% | $62,995-41.3% | $147,584-74.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 18.04% | 175.43%-157.4pp | 87.57%-69.5pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,717 | $3,320-18.2% | $2,759-1.5% | $4,876-44.3% |
| Participant deferral / active EE | $6,040 | $4,185+44.3% | $3,329+81.4% | $5,439+11.1% |
| Admin fee / account holder | $645 | $5,953-89.2% | $3,600-82.1% | $10,885-94.1% |