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 | $46,057 | $100,852-54.3% | $90,404-49.1% | $158,922-71.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 13.93% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,243 | $3,689-39.2% | $3,262-31.2% | $4,761-52.9% |
| Participant deferral / active EE | $5,824 | $4,348+34.0% | $3,963+46.9% | $5,982-2.6% |
| Admin fee / account holder | $2,172 | $6,501-66.6% | $5,611-61.3% | $11,246-80.7% |