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 | $46,231 | $99,020-53.3% | $86,590-46.6% | $147,584-68.7% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 16.92% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,878 | $3,132-40.0% | $2,839-33.9% | $4,876-61.5% |
| Participant deferral / active EE | $4,953 | $3,972+24.7% | $3,609+37.3% | $5,439-8.9% |
| Admin fee / account holder | $840 | $5,710-85.3% | $4,906-82.9% | $10,885-92.3% |