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 | $60,686 | $99,652-39.1% | $78,778-23.0% | $147,584-58.9% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 14.94% | 47.28%-32.3pp | 35.62%-20.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $522 | $2,796-81.3% | $1,986-73.7% | $4,876-89.3% |
| Participant deferral / active EE | $1,284 | $3,664-65.0% | $2,958-56.6% | $5,439-76.4% |
| Admin fee / account holder | $13,070 | $7,155+82.7% | $5,134+154.6% | $10,885+20.1% |