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 | $61,280 | $100,773-39.2% | $88,946-31.1% | $142,382-57.0% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 16.26% | 70.18%-53.9pp | 57.82%-41.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,315 | $2,918-54.9% | $2,555-48.5% | $4,299-69.4% |
| Participant deferral / active EE | $3,311 | $5,230-36.7% | $4,581-27.7% | $6,507-49.1% |
| Admin fee / account holder | $414 | $9,693-95.7% | $8,261-95.0% | $12,624-96.7% |