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 | $71,257 | $100,852-29.3% | $90,404-21.2% | $158,922-55.2% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.3pp |
| Annual return | 16.14% | 1724.20%-1708.1pp | 1293.02%-1276.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,789 | $3,689-24.4% | $3,262-14.5% | $4,761-41.4% |
| Participant deferral / active EE | $2,076 | $4,348-52.2% | $3,963-47.6% | $5,982-65.3% |
| Admin fee / account holder | $501 | $6,501-92.3% | $5,611-91.1% | $11,246-95.5% |