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 | $54,660 | $99,020-44.8% | $86,590-36.9% | $147,584-63.0% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 9.47% | 1312.34%-1302.9pp | 964.84%-955.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $999 | $3,132-68.1% | $2,839-64.8% | $4,876-79.5% |
| Participant deferral / active EE | $1,464 | $3,972-63.1% | $3,609-59.4% | $5,439-73.1% |
| Admin fee / account holder | $50,520 | $5,710+784.7% | $4,906+929.8% | $10,885+364.1% |