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 | $106,749-45.5% | $145,433-60.0% | $82,448-29.4% |
| Participation rate | 77.4% | 75.6%+1.8pp | 82.1%-4.7pp | 68.1%+9.4pp |
| Annual return | 292.74% | 27.59%+265.2pp | 66.58%+226.2pp | 41.64%+251.1pp |
| Employer contribution / active EE | $825 | $3,444-76.0% | $4,554-81.9% | $2,551-67.7% |
| Participant deferral / active EE | $6,446 | $6,519-1.1% | $7,897-18.4% | $4,139+55.7% |
| Admin fee / account holder | $3,994 | $8,390-52.4% | $13,129-69.6% | $7,234-44.8% |