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 | $52,462 | $99,020-47.0% | $86,590-39.4% | $147,584-64.5% |
| Participation rate | 79.2% | 76.3%+2.8pp | 73.5%+5.6pp | 82.8%-3.7pp |
| Annual return | 14.66% | 1312.34%-1297.7pp | 964.84%-950.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $186 | $3,132-94.1% | $2,839-93.4% | $4,876-96.2% |
| Participant deferral / active EE | $3,059 | $3,972-23.0% | $3,609-15.2% | $5,439-43.8% |
| Admin fee / account holder | $688 | $5,710-87.9% | $4,906-86.0% | $10,885-93.7% |