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 | $31,367 | $100,852-68.9% | $90,404-65.3% | $158,922-80.3% |
| Participation rate | 78.3% | 75.0%+3.2pp | 72.7%+5.6pp | 82.0%-3.7pp |
| Annual return | 13.60% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $4,551 | $3,689+23.4% | $3,262+39.5% | $4,761-4.4% |
| Participant deferral / active EE | $1,645 | $4,348-62.2% | $3,963-58.5% | $5,982-72.5% |
| Admin fee / account holder | $894 | $6,501-86.2% | $5,611-84.1% | $11,246-92.1% |