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 | $50,412 | $173,345-70.9% | $136,007-62.9% | $145,922-65.5% |
| Participation rate | 77.8% | 80.5%-2.7pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 15.61% | 1163.32%-1147.7pp | 579.32%-563.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,447 | $5,278-72.6% | $4,217-65.7% | $4,660-69.0% |
| Participant deferral / active EE | $2,759 | $8,699-68.3% | $7,025-60.7% | $6,688-58.7% |
| Admin fee / account holder | $16,133 | $9,954+62.1% | $6,858+135.2% | $13,397+20.4% |