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 | $58,178 | $109,881-47.1% | $150,045-61.2% | $84,808-31.4% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-4.9pp | 68.3%+9.1pp |
| Annual return | 292.74% | 28.25%+264.5pp | 62.55%+230.2pp | 40.90%+251.8pp |
| Employer contribution / active EE | $825 | $3,561-76.8% | $4,693-82.4% | $2,631-68.6% |
| Participant deferral / active EE | $6,446 | $6,636-2.9% | $7,997-19.4% | $4,212+53.1% |
| Admin fee / account holder | $3,994 | $8,568-53.4% | $13,435-70.3% | $7,344-45.6% |