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 | $29,730 | $99,020-70.0% | $86,590-65.7% | $147,584-79.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 20.71% | 1312.34%-1291.6pp | 964.84%-944.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,528 | $3,132-19.3% | $2,839-11.0% | $4,876-48.2% |
| Participant deferral / active EE | $4,200 | $3,972+5.7% | $3,609+16.4% | $5,439-22.8% |
| Admin fee / account holder | $360 | $5,710-93.7% | $4,906-92.7% | $10,885-96.7% |