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 | $62,144 | $99,020-37.2% | $86,590-28.2% | $147,584-57.9% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 16.55% | 1312.34%-1295.8pp | 964.84%-948.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,435 | $3,132-22.2% | $2,839-14.2% | $4,876-50.1% |
| Participant deferral / active EE | $4,555 | $3,972+14.7% | $3,609+26.2% | $5,439-16.2% |
| Admin fee / account holder | $656 | $5,710-88.5% | $4,906-86.6% | $10,885-94.0% |