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 | $76,504 | $102,604-25.4% | $86,188-11.2% | $139,434-45.1% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 10.45% | 1922.51%-1912.1pp | 1168.45%-1158.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $800 | $3,032-73.6% | $2,380-66.4% | $4,751-83.2% |
| Participant deferral / active EE | $3,077 | $4,676-34.2% | $3,985-22.8% | $6,710-54.2% |
| Admin fee / account holder | $703 | $8,657-91.9% | $6,852-89.7% | $11,403-93.8% |