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 | $29,126 | $107,334-72.9% | $92,893-68.6% | $152,861-80.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 20.59% | 145.58%-125.0pp | 109.41%-88.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $7,240 | $4,221+71.5% | $3,653+98.2% | $4,762+52.0% |
| Participant deferral / active EE | $6,701 | $4,845+38.3% | $4,236+58.2% | $5,850+14.5% |
| Admin fee / account holder | $19,370 | $7,079+173.6% | $5,794+234.3% | $11,596+67.0% |