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 | $74,753 | $100,852-25.9% | $90,404-17.3% | $158,922-53.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 9.09% | 1724.20%-1715.1pp | 1293.02%-1283.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $895 | $3,689-75.7% | $3,262-72.6% | $4,761-81.2% |
| Participant deferral / active EE | $4,446 | $4,348+2.3% | $3,963+12.2% | $5,982-25.7% |
| Admin fee / account holder | $8,830 | $6,501+35.8% | $5,611+57.4% | $11,246-21.5% |