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 | $19,291 | $100,852-80.9% | $90,404-78.7% | $158,922-87.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 13.80% | 1724.20%-1710.4pp | 1293.02%-1279.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,083 | $3,689-43.5% | $3,262-36.1% | $4,761-56.2% |
| Participant deferral / active EE | $2,283 | $4,348-47.5% | $3,963-42.4% | $5,982-61.8% |
| Admin fee / account holder | $1,890 | $6,501-70.9% | $5,611-66.3% | $11,246-83.2% |