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 | $30,529 | $109,817-72.2% | $98,442-69.0% | $167,490-81.8% |
| Participation rate | 78.9% | 75.8%+3.1pp | 73.3%+5.6pp | 82.1%-3.2pp |
| Annual return | 13.17% | 1956.69%-1943.5pp | 1492.73%-1479.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $932 | $3,224-71.1% | $2,960-68.5% | $4,837-80.7% |
| Participant deferral / active EE | $1,559 | $4,673-66.6% | $4,276-63.5% | $6,341-75.4% |
| Admin fee / account holder | $4,633 | $6,753-31.4% | $5,949-22.1% | $12,309-62.4% |