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 | $53,498 | $100,852-47.0% | $90,404-40.8% | $158,922-66.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 14.52% | 1724.20%-1709.7pp | 1293.02%-1278.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,050 | $3,689-44.4% | $3,262-37.2% | $4,761-56.9% |
| Participant deferral / active EE | $5,259 | $4,348+20.9% | $3,963+32.7% | $5,982-12.1% |
| Admin fee / account holder | $1,315 | $6,501-79.8% | $5,611-76.6% | $11,246-88.3% |