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 | $48,154 | $88,751-45.7% | $81,812-41.1% | $145,922-67.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 14.60% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,474 | $3,083-52.2% | $2,912-49.4% | $4,660-68.4% |
| Participant deferral / active EE | $4,755 | $4,643+2.4% | $4,319+10.1% | $6,688-28.9% |
| Admin fee / account holder | $367 | $8,415-95.6% | $7,386-95.0% | $13,397-97.3% |