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 5-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 | $20,483 | $118,849-82.8% | $96,562-78.8% | $167,490-87.8% |
| Participation rate | 73.7% | 75.5%-1.8pp | 69.8%+3.9pp | 82.1%-8.4pp |
| Annual return | 19.95% | 50.49%-30.5pp | 37.78%-17.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $901 | $3,120-71.1% | $2,356-61.8% | $4,837-81.4% |
| Participant deferral / active EE | $4,067 | $4,616-11.9% | $3,849+5.7% | $6,341-35.9% |
| Admin fee / account holder | $1,078 | $8,065-86.6% | $6,181-82.6% | $12,309-91.2% |