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 | $79,483 | $102,604-22.5% | $86,188-7.8% | $139,434-43.0% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.0%+1.6pp | 80.3%-9.7pp |
| Annual return | 13.14% | 1922.51%-1909.4pp | 1168.45%-1155.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,229 | $3,032-59.5% | $2,380-48.4% | $4,751-74.1% |
| Participant deferral / active EE | $3,023 | $4,676-35.3% | $3,985-24.1% | $6,710-54.9% |
| Admin fee / account holder | $554 | $8,657-93.6% | $6,852-91.9% | $11,403-95.1% |