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 | $41,870 | $81,625-48.7% | $58,482-28.4% | $139,434-70.0% |
| Participation rate | 90.5% | 61.3%+29.1pp | 50.9%+39.6pp | 80.3%+10.2pp |
| Annual return | 10.72% | 7404.20%-7393.5pp | 4239.32%-4228.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $3,177 | $1,398+127.2% | $1,053+201.7% | $4,751-33.1% |
| Participant deferral / active EE | $879 | $2,557-65.6% | $1,924-54.3% | $6,710-86.9% |
| Admin fee / account holder | $5,885 | $3,265+80.2% | $2,516+133.9% | $11,403-48.4% |