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 | $34,506 | $100,852-65.8% | $90,404-61.8% | $158,922-78.3% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 11.91% | 1724.20%-1712.3pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,633 | $3,689-55.7% | $3,262-49.9% | $4,761-65.7% |
| Participant deferral / active EE | $4,634 | $4,348+6.6% | $3,963+16.9% | $5,982-22.5% |
| Admin fee / account holder | $1,855 | $6,501-71.5% | $5,611-66.9% | $11,246-83.5% |