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 | $46,099 | $88,751-48.1% | $81,812-43.7% | $145,922-68.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 14.62% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,826 | $3,083-8.3% | $2,912-3.0% | $4,660-39.4% |
| Participant deferral / active EE | $3,591 | $4,643-22.7% | $4,319-16.9% | $6,688-46.3% |
| Admin fee / account holder | $779 | $8,415-90.7% | $7,386-89.5% | $13,397-94.2% |