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 | $54,654 | $99,020-44.8% | $86,590-36.9% | $147,584-63.0% |
| Participation rate | 70.6% | 76.3%-5.8pp | 73.5%-3.0pp | 82.8%-12.2pp |
| Annual return | 13.09% | 1312.34%-1299.2pp | 964.84%-951.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $589 | $3,132-81.2% | $2,839-79.2% | $4,876-87.9% |
| Participant deferral / active EE | $5,948 | $3,972+49.7% | $3,609+64.8% | $5,439+9.4% |
| Admin fee / account holder | $1,411 | $5,710-75.3% | $4,906-71.2% | $10,885-87.0% |