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 | $100,975 | $109,817-8.1% | $98,442+2.6% | $167,490-39.7% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 14.22% | 1956.69%-1942.5pp | 1492.73%-1478.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $555 | $3,224-82.8% | $2,960-81.2% | $4,837-88.5% |
| Participant deferral / active EE | $3,578 | $4,673-23.4% | $4,276-16.3% | $6,341-43.6% |
| Admin fee / account holder | $13,433 | $6,753+98.9% | $5,949+125.8% | $12,309+9.1% |