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 | $51,197 | $100,852-49.2% | $90,404-43.4% | $158,922-67.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 12.32% | 1724.20%-1711.9pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,246 | $3,689-66.2% | $3,262-61.8% | $4,761-73.8% |
| Participant deferral / active EE | $6,453 | $4,348+48.4% | $3,963+62.8% | $5,982+7.9% |
| Admin fee / account holder | $4,501 | $6,501-30.8% | $5,611-19.8% | $11,246-60.0% |