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 | $76,647 | $88,751-13.6% | $81,812-6.3% | $145,922-47.5% |
| Participation rate | 70.8% | 75.0%-4.2pp | 72.3%-1.5pp | 80.3%-9.4pp |
| Annual return | 16.47% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,443 | $3,083-53.2% | $2,912-50.4% | $4,660-69.0% |
| Participant deferral / active EE | $3,071 | $4,643-33.9% | $4,319-28.9% | $6,688-54.1% |
| Admin fee / account holder | $352 | $8,415-95.8% | $7,386-95.2% | $13,397-97.4% |