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 | $50,095 | $109,817-54.4% | $98,442-49.1% | $167,490-70.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 20.80% | 1956.69%-1935.9pp | 1492.73%-1471.9pp | 478.56%-457.8pp |
| Employer contribution / active EE | $2,486 | $3,224-22.9% | $2,960-16.0% | $4,837-48.6% |
| Participant deferral / active EE | $4,896 | $4,673+4.8% | $4,276+14.5% | $6,341-22.8% |
| Admin fee / account holder | $958 | $6,753-85.8% | $5,949-83.9% | $12,309-92.2% |