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 | $47,983 | $99,020-51.5% | $86,590-44.6% | $147,584-67.5% |
| Participation rate | 81.3% | 76.3%+4.9pp | 73.5%+7.7pp | 82.8%-1.6pp |
| Annual return | 9.44% | 1312.34%-1302.9pp | 964.84%-955.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,139 | $3,132-63.6% | $2,839-59.9% | $4,876-76.6% |
| Participant deferral / active EE | $2,879 | $3,972-27.5% | $3,609-20.2% | $5,439-47.1% |
| Admin fee / account holder | $4,402 | $5,710-22.9% | $4,906-10.3% | $10,885-59.6% |