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 | $45,172 | $100,852-55.2% | $90,404-50.0% | $158,922-71.6% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.7%+6.3pp | 82.0%-3.0pp |
| Annual return | 14.55% | 1724.20%-1709.7pp | 1293.02%-1278.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $539 | $3,689-85.4% | $3,262-83.5% | $4,761-88.7% |
| Participant deferral / active EE | $2,019 | $4,348-53.6% | $3,963-49.1% | $5,982-66.3% |
| Admin fee / account holder | $1,141 | $6,501-82.4% | $5,611-79.7% | $11,246-89.8% |