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 | $38,698 | $176,662-78.1% | $130,648-70.4% | $152,861-74.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 19.55% | 2692.24%-2672.7pp | 1708.96%-1689.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $955 | $5,742-83.4% | $4,092-76.7% | $4,762-79.9% |
| Participant deferral / active EE | $2,585 | $4,361-40.7% | $3,603-28.2% | $5,850-55.8% |
| Admin fee / account holder | $7,740 | $7,133+8.5% | $5,464+41.6% | $11,596-33.3% |