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 | $45,196 | $100,852-55.2% | $90,404-50.0% | $158,922-71.6% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 14.13% | 1724.20%-1710.1pp | 1293.02%-1278.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,829 | $3,689-50.4% | $3,262-43.9% | $4,761-61.6% |
| Participant deferral / active EE | $4,660 | $4,348+7.2% | $3,963+17.6% | $5,982-22.1% |
| Admin fee / account holder | $2,492 | $6,501-61.7% | $5,611-55.6% | $11,246-77.8% |