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 | $47,301 | $99,652-52.5% | $78,778-40.0% | $147,584-67.9% |
| Participation rate | 72.7% | 76.2%-3.5pp | 69.2%+3.5pp | 82.8%-10.1pp |
| Annual return | 13.13% | 47.28%-34.2pp | 35.62%-22.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,626 | $2,796-41.8% | $1,986-18.1% | $4,876-66.6% |
| Participant deferral / active EE | $2,500 | $3,664-31.8% | $2,958-15.5% | $5,439-54.0% |
| Admin fee / account holder | $7,299 | $7,155+2.0% | $5,134+42.2% | $10,885-33.0% |