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 | $70,642 | $99,652-29.1% | $78,778-10.3% | $147,584-52.1% |
| Participation rate | 72.7% | 76.2%-3.5pp | 69.2%+3.5pp | 82.8%-10.1pp |
| Annual return | 17.00% | 47.28%-30.3pp | 35.62%-18.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $958 | $2,796-65.7% | $1,986-51.8% | $4,876-80.4% |
| Participant deferral / active EE | $7,825 | $3,664+113.6% | $2,958+164.5% | $5,439+43.9% |
| Admin fee / account holder | $503 | $7,155-93.0% | $5,134-90.2% | $10,885-95.4% |