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 | $48,479 | $100,773-51.9% | $88,946-45.5% | $142,382-66.0% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 11.75% | 70.18%-58.4pp | 57.82%-46.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,365 | $2,918-18.9% | $2,555-7.4% | $4,299-45.0% |
| Participant deferral / active EE | $3,763 | $5,230-28.1% | $4,581-17.9% | $6,507-42.2% |
| Admin fee / account holder | $1,539 | $9,693-84.1% | $8,261-81.4% | $12,624-87.8% |