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 | $48,262 | $89,355-46.0% | $141,162-65.8% | $72,985-33.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 22.45% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $998 | $3,114-67.9% | $4,735-78.9% | $2,440-59.1% |
| Participant deferral / active EE | $8,277 | $5,418+52.8% | $6,709+23.4% | $3,607+129.4% |
| Admin fee / account holder | $1,267 | $5,958-78.7% | $10,261-87.6% | $5,124-75.3% |