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 | $28,824 | $100,852-71.4% | $90,404-68.1% | $158,922-81.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 15.27% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,324 | $3,689-64.1% | $3,262-59.4% | $4,761-72.2% |
| Participant deferral / active EE | $2,443 | $4,348-43.8% | $3,963-38.4% | $5,982-59.2% |
| Admin fee / account holder | $6,379 | $6,501-1.9% | $5,611+13.7% | $11,246-43.3% |