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 | $44,872 | $124,185-63.9% | $108,410-58.6% | $167,490-73.2% |
| Participation rate | 81.8% | 82.3%-0.5pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 14.93% | 1379.64%-1364.7pp | 905.27%-890.3pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,107 | $4,187-49.7% | $3,558-40.8% | $4,837-56.4% |
| Participant deferral / active EE | $2,911 | $6,908-57.9% | $6,563-55.6% | $6,341-54.1% |
| Admin fee / account holder | $2,096 | $9,455-77.8% | $7,295-71.3% | $12,309-83.0% |