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 | $39,957 | $98,750-59.5% | $149,696-73.3% | $79,858-50.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 14.48% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,542 | $3,216-52.1% | $4,644-66.8% | $2,471-37.6% |
| Participant deferral / active EE | $5,114 | $5,680-10.0% | $6,842-25.2% | $3,740+36.7% |
| Admin fee / account holder | $701 | $6,053-88.4% | $9,309-92.5% | $5,306-86.8% |