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 | $54,614 | $99,020-44.8% | $86,590-36.9% | $147,584-63.0% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 14.12% | 1312.34%-1298.2pp | 964.84%-950.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,894 | $3,132-7.6% | $2,839+1.9% | $4,876-40.7% |
| Participant deferral / active EE | $2,553 | $3,972-35.7% | $3,609-29.3% | $5,439-53.1% |
| Admin fee / account holder | $1,181 | $5,710-79.3% | $4,906-75.9% | $10,885-89.2% |