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 | $52,840 | $156,846-66.3% | $121,098-56.4% | $139,434-62.1% |
| Participation rate | 77.3% | 76.4%+0.9pp | 69.5%+7.8pp | 80.3%-3.0pp |
| Annual return | 16.39% | 1474.56%-1458.2pp | 985.75%-969.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,653 | $5,536-52.1% | $4,164-36.3% | $4,751-44.2% |
| Participant deferral / active EE | $5,089 | $4,844+5.1% | $4,080+24.8% | $6,710-24.2% |
| Admin fee / account holder | $4,830 | $6,946-30.5% | $5,644-14.4% | $11,403-57.6% |