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 | $58,134 | $100,852-42.4% | $90,404-35.7% | $158,922-63.4% |
| Participation rate | 77.3% | 75.0%+2.3pp | 72.7%+4.6pp | 82.0%-4.7pp |
| Annual return | 40.87% | 1724.20%-1683.3pp | 1293.02%-1252.1pp | 302.83%-262.0pp |
| Employer contribution / active EE | $1,454 | $3,689-60.6% | $3,262-55.4% | $4,761-69.5% |
| Participant deferral / active EE | $3,101 | $4,348-28.7% | $3,963-21.7% | $5,982-48.2% |
| Admin fee / account holder | $682 | $6,501-89.5% | $5,611-87.9% | $11,246-93.9% |