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 | $47,700 | $99,020-51.8% | $86,590-44.9% | $147,584-67.7% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 12.61% | 1312.34%-1299.7pp | 964.84%-952.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,466 | $3,132-53.2% | $2,839-48.4% | $4,876-69.9% |
| Participant deferral / active EE | $2,287 | $3,972-42.4% | $3,609-36.6% | $5,439-58.0% |
| Admin fee / account holder | $1,851 | $5,710-67.6% | $4,906-62.3% | $10,885-83.0% |