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 | $56,381 | $88,710-36.4% | $81,783-31.1% | $145,959-61.4% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.4%+4.9pp | 80.3%-3.0pp |
| Annual return | 13.46% | 1027.26%-1013.8pp | 775.05%-761.6pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,876 | $3,083-39.2% | $2,913-35.6% | $4,661-59.7% |
| Participant deferral / active EE | $6,556 | $4,645+41.1% | $4,320+51.7% | $6,689-2.0% |
| Admin fee / account holder | $420 | $8,407-95.0% | $7,380-94.3% | $13,398-96.9% |