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 | $27,181 | $99,020-72.6% | $86,590-68.6% | $147,584-81.6% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 15.32% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,149 | $3,132-63.3% | $2,839-59.5% | $4,876-76.4% |
| Participant deferral / active EE | $3,912 | $3,972-1.5% | $3,609+8.4% | $5,439-28.1% |
| Admin fee / account holder | $1,317 | $5,710-76.9% | $4,906-73.2% | $10,885-87.9% |