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 | $42,451 | $100,852-57.9% | $90,404-53.0% | $158,922-73.3% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 11.34% | 1724.20%-1712.9pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,640 | $3,689-55.5% | $3,262-49.7% | $4,761-65.6% |
| Participant deferral / active EE | $4,635 | $4,348+6.6% | $3,963+16.9% | $5,982-22.5% |
| Admin fee / account holder | $2,223 | $6,501-65.8% | $5,611-60.4% | $11,246-80.2% |