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 | $52,740 | $118,680-55.6% | $98,907-46.7% | $158,922-66.8% |
| Participation rate | 94.4% | 77.8%+16.6pp | 76.0%+18.4pp | 82.0%+12.5pp |
| Annual return | 9.08% | 372.35%-363.3pp | 196.43%-187.3pp | 302.83%-293.7pp |
| Employer contribution / active EE | $813 | $3,333-75.6% | $2,689-69.8% | $4,761-82.9% |
| Participant deferral / active EE | $2,423 | $5,088-52.4% | $4,244-42.9% | $5,982-59.5% |
| Admin fee / account holder | $4,706 | $10,131-53.6% | $6,642-29.1% | $11,246-58.2% |