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 | $18,424 | $100,852-81.7% | $90,404-79.6% | $158,922-88.4% |
| Participation rate | 73.9% | 75.0%-1.1pp | 72.7%+1.2pp | 82.0%-8.0pp |
| Annual return | 6.07% | 1724.20%-1718.1pp | 1293.02%-1286.9pp | 302.83%-296.8pp |
| Employer contribution / active EE | $2,174 | $3,689-41.1% | $3,262-33.4% | $4,761-54.3% |
| Participant deferral / active EE | $1,102 | $4,348-74.7% | $3,963-72.2% | $5,982-81.6% |
| Admin fee / account holder | $3,095 | $6,501-52.4% | $5,611-44.8% | $11,246-72.5% |