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 | $25,409 | $99,020-74.3% | $86,590-70.7% | $147,584-82.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 16.19% | 1312.34%-1296.1pp | 964.84%-948.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,139 | $3,132-31.7% | $2,839-24.7% | $4,876-56.1% |
| Participant deferral / active EE | $3,379 | $3,972-14.9% | $3,609-6.4% | $5,439-37.9% |
| Admin fee / account holder | $568 | $5,710-90.0% | $4,906-88.4% | $10,885-94.8% |