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 | $47,486 | $73,515-35.4% | $62,995-24.6% | $147,584-67.8% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.8%-4.8pp | 82.8%-12.8pp |
| Annual return | 16.07% | 175.43%-159.4pp | 87.57%-71.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,624 | $3,320-51.1% | $2,759-41.1% | $4,876-66.7% |
| Participant deferral / active EE | $2,710 | $4,185-35.2% | $3,329-18.6% | $5,439-50.2% |
| Admin fee / account holder | $4,150 | $5,953-30.3% | $3,600+15.3% | $10,885-61.9% |