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 | $49,563 | $115,770-57.2% | $101,248-51.0% | $158,922-68.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 16.49% | 56.14%-39.7pp | 46.47%-30.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,035 | $4,175-51.3% | $3,660-44.4% | $4,761-57.3% |
| Participant deferral / active EE | $4,507 | $4,957-9.1% | $4,370+3.1% | $5,982-24.7% |
| Admin fee / account holder | $7,469 | $7,245+3.1% | $5,945+25.6% | $11,246-33.6% |