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 | $48,087 | $100,852-52.3% | $90,404-46.8% | $158,922-69.7% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 16.23% | 1724.20%-1708.0pp | 1293.02%-1276.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $842 | $3,689-77.2% | $3,262-74.2% | $4,761-82.3% |
| Participant deferral / active EE | $2,709 | $4,348-37.7% | $3,963-31.6% | $5,982-54.7% |
| Admin fee / account holder | $4,988 | $6,501-23.3% | $5,611-11.1% | $11,246-55.6% |