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 | $62,322 | $100,852-38.2% | $90,404-31.1% | $158,922-60.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 15.49% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,141 | $3,689-69.1% | $3,262-65.0% | $4,761-76.0% |
| Participant deferral / active EE | $1,802 | $4,348-58.6% | $3,963-54.5% | $5,982-69.9% |
| Admin fee / account holder | $11,062 | $6,501+70.2% | $5,611+97.2% | $11,246-1.6% |