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 | $43,147 | $109,817-60.7% | $98,442-56.2% | $167,490-74.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 19.34% | 1956.69%-1937.4pp | 1492.73%-1473.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,072 | $3,224-66.8% | $2,960-63.8% | $4,837-77.8% |
| Participant deferral / active EE | $1,968 | $4,673-57.9% | $4,276-54.0% | $6,341-69.0% |
| Admin fee / account holder | $370 | $6,753-94.5% | $5,949-93.8% | $12,309-97.0% |