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 | $17,743 | $109,817-83.8% | $98,442-82.0% | $167,490-89.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 15.63% | 1956.69%-1941.1pp | 1492.73%-1477.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,966 | $3,224-39.0% | $2,960-33.6% | $4,837-59.4% |
| Participant deferral / active EE | $2,359 | $4,673-49.5% | $4,276-44.8% | $6,341-62.8% |
| Admin fee / account holder | $360 | $6,753-94.7% | $5,949-93.9% | $12,309-97.1% |