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 | $43,180 | $99,020-56.4% | $86,590-50.1% | $147,584-70.7% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 16.36% | 1312.34%-1296.0pp | 964.84%-948.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,948 | $3,132-37.8% | $2,839-31.4% | $4,876-60.1% |
| Participant deferral / active EE | $5,445 | $3,972+37.1% | $3,609+50.9% | $5,439+0.1% |
| Admin fee / account holder | $2,025 | $5,710-64.5% | $4,906-58.7% | $10,885-81.4% |