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 | $42,782 | $100,852-57.6% | $90,404-52.7% | $158,922-73.1% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 10.65% | 1724.20%-1713.6pp | 1293.02%-1282.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,924 | $3,689-47.8% | $3,262-41.0% | $4,761-59.6% |
| Participant deferral / active EE | $4,383 | $4,348+0.8% | $3,963+10.6% | $5,982-26.7% |
| Admin fee / account holder | $5,926 | $6,501-8.8% | $5,611+5.6% | $11,246-47.3% |