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 | $37,940 | $109,817-65.5% | $98,442-61.5% | $167,490-77.3% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 12.85% | 1956.69%-1943.8pp | 1492.73%-1479.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,712 | $3,224+15.1% | $2,960+25.4% | $4,837-23.3% |
| Participant deferral / active EE | $4,263 | $4,673-8.8% | $4,276-0.3% | $6,341-32.8% |
| Admin fee / account holder | $3,899 | $6,753-42.3% | $5,949-34.5% | $12,309-68.3% |