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 | $59,654 | $105,998-43.7% | $92,233-35.3% | $147,584-59.6% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.5%+4.8pp | 82.8%-1.6pp |
| Annual return | 13.94% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $787 | $4,333-81.8% | $3,679-78.6% | $4,876-83.9% |
| Participant deferral / active EE | $4,269 | $4,478-4.7% | $3,897+9.5% | $5,439-21.5% |
| Admin fee / account holder | $335 | $6,332-94.7% | $5,194-93.5% | $10,885-96.9% |