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 | $26,731 | $109,817-75.7% | $98,442-72.8% | $167,490-84.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 9.93% | 1956.69%-1946.8pp | 1492.73%-1482.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,441 | $3,224-55.3% | $2,960-51.3% | $4,837-70.2% |
| Participant deferral / active EE | $5,444 | $4,673+16.5% | $4,276+27.3% | $6,341-14.1% |
| Admin fee / account holder | $1,085 | $6,753-83.9% | $5,949-81.8% | $12,309-91.2% |