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 | $57,430 | $99,652-42.4% | $78,778-27.1% | $147,584-61.1% |
| Participation rate | 73.9% | 76.2%-2.3pp | 69.2%+4.7pp | 82.8%-8.9pp |
| Annual return | 14.80% | 47.28%-32.5pp | 35.62%-20.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,168 | $2,796-22.5% | $1,986+9.2% | $4,876-55.5% |
| Participant deferral / active EE | $3,665 | $3,6640% | $2,958+23.9% | $5,439-32.6% |
| Admin fee / account holder | $2,893 | $7,155-59.6% | $5,134-43.6% | $10,885-73.4% |