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 | $56,955 | $100,041-43.1% | $149,718-62.0% | $70,131-18.8% |
| Participation rate | 78.9% | 83.6%-4.6pp | 87.1%-8.1pp | 69.5%+9.4pp |
| Annual return | 16.88% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,584 | $3,662-56.7% | $5,445-70.9% | $2,342-32.4% |
| Participant deferral / active EE | $3,826 | $4,983-23.2% | $6,569-41.8% | $3,332+14.8% |
| Admin fee / account holder | $7,617 | $8,286-8.1% | $11,283-32.5% | $4,645+64.0% |