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 | $23,842 | $99,079-75.9% | $77,999-69.4% | $273,961-91.3% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.5%-2.2pp | 83.0%-9.7pp |
| Annual return | 426.35% | 217.93%+208.4pp | 425.96%+0.4pp | 41.45%+384.9pp |
| Employer contribution / active EE | $2,011 | $3,308-39.2% | $2,470-18.6% | $4,869-58.7% |
| Participant deferral / active EE | $4,183 | $4,306-2.9% | $3,497+19.6% | $5,287-20.9% |
| Admin fee / account holder | $363 | $8,954-95.9% | $5,480-93.4% | $10,132-96.4% |