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 | $47,794 | $88,751-46.1% | $81,812-41.6% | $145,922-67.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 19.38% | 1025.40%-1006.0pp | 773.79%-754.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,544 | $3,083-49.9% | $2,912-47.0% | $4,660-66.9% |
| Participant deferral / active EE | $5,906 | $4,643+27.2% | $4,319+36.8% | $6,688-11.7% |
| Admin fee / account holder | $7,101 | $8,415-15.6% | $7,386-3.9% | $13,397-47.0% |