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 | $48,585 | $85,766-43.4% | $136,294-64.4% | $70,131-30.7% |
| Participation rate | 96.9% | 74.2%+22.7pp | 81.9%+15.0pp | 69.5%+27.3pp |
| Annual return | 405.31% | 31.45%+373.9pp | 5155.94%-4750.6pp | 73.14%+332.2pp |
| Employer contribution / active EE | $2,326 | $2,966-21.6% | $4,695-50.5% | $2,342-0.7% |
| Participant deferral / active EE | $3,095 | $5,051-38.7% | $6,247-50.5% | $3,332-7.1% |
| Admin fee / account holder | $2,080 | $5,420-61.6% | $9,243-77.5% | $4,645-55.2% |