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 | $53,430 | $109,817-51.3% | $98,442-45.7% | $167,490-68.1% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 16.51% | 1956.69%-1940.2pp | 1492.73%-1476.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,272 | $3,224-60.5% | $2,960-57.0% | $4,837-73.7% |
| Participant deferral / active EE | $4,988 | $4,673+6.7% | $4,276+16.6% | $6,341-21.3% |
| Admin fee / account holder | $829 | $6,753-87.7% | $5,949-86.1% | $12,309-93.3% |