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 | $44,938 | $99,020-54.6% | $86,590-48.1% | $147,584-69.6% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 14.61% | 1312.34%-1297.7pp | 964.84%-950.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,039 | $3,132-66.8% | $2,839-63.4% | $4,876-78.7% |
| Participant deferral / active EE | $3,345 | $3,972-15.8% | $3,609-7.3% | $5,439-38.5% |
| Admin fee / account holder | $6,236 | $5,710+9.2% | $4,906+27.1% | $10,885-42.7% |