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 | $26,640 | $100,852-73.6% | $90,404-70.5% | $158,922-83.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 19.57% | 1724.20%-1704.6pp | 1293.02%-1273.4pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,804 | $3,689-51.1% | $3,262-44.7% | $4,761-62.1% |
| Participant deferral / active EE | $2,068 | $4,348-52.4% | $3,963-47.8% | $5,982-65.4% |
| Admin fee / account holder | $445 | $6,501-93.2% | $5,611-92.1% | $11,246-96.0% |