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 | $50,470 | $176,662-71.4% | $130,648-61.4% | $152,861-67.0% |
| Participation rate | 90.0% | 79.0%+11.0pp | 71.7%+18.3pp | 82.4%+7.6pp |
| Annual return | 16.03% | 2692.24%-2676.2pp | 1708.96%-1692.9pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,858 | $5,742-67.6% | $4,092-54.6% | $4,762-61.0% |
| Participant deferral / active EE | $3,040 | $4,361-30.3% | $3,603-15.6% | $5,850-48.0% |
| Admin fee / account holder | $5,607 | $7,133-21.4% | $5,464+2.6% | $11,596-51.6% |