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 | $54,655 | $109,817-50.2% | $98,442-44.5% | $167,490-67.4% |
| Participation rate | 73.9% | 75.8%-1.9pp | 73.3%+0.6pp | 82.1%-8.2pp |
| Annual return | 17.78% | 1956.69%-1938.9pp | 1492.73%-1474.9pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,811 | $3,224-43.8% | $2,960-38.8% | $4,837-62.6% |
| Participant deferral / active EE | $10,528 | $4,673+125.3% | $4,276+146.2% | $6,341+66.0% |
| Admin fee / account holder | $8,233 | $6,753+21.9% | $5,949+38.4% | $12,309-33.1% |