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 | $53,798 | $100,852-46.7% | $90,404-40.5% | $158,922-66.1% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 26.61% | 1724.20%-1697.6pp | 1293.02%-1266.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $1,375 | $3,689-62.7% | $3,262-57.8% | $4,761-71.1% |
| Participant deferral / active EE | $1,689 | $4,348-61.2% | $3,963-57.4% | $5,982-71.8% |
| Admin fee / account holder | $1,981 | $6,501-69.5% | $5,611-64.7% | $11,246-82.4% |