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 | $46,062 | $109,817-58.1% | $98,442-53.2% | $167,490-72.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 11.90% | 1956.69%-1944.8pp | 1492.73%-1480.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,582 | $3,224-19.9% | $2,960-12.8% | $4,837-46.6% |
| Participant deferral / active EE | $4,826 | $4,673+3.3% | $4,276+12.9% | $6,341-23.9% |
| Admin fee / account holder | $3,595 | $6,753-46.8% | $5,949-39.6% | $12,309-70.8% |