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 | $58,764 | $96,305-39.0% | $80,569-27.1% | $139,434-57.9% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 16.18% | 1350.08%-1333.9pp | 935.43%-919.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,721 | $3,262-47.2% | $2,723-36.8% | $4,751-63.8% |
| Participant deferral / active EE | $2,810 | $5,232-46.3% | $4,447-36.8% | $6,710-58.1% |
| Admin fee / account holder | $26,306 | $6,599+298.7% | $5,377+389.2% | $11,403+130.7% |