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 | $69,068 | $109,817-37.1% | $98,442-29.8% | $167,490-58.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 21.21% | 1956.69%-1935.5pp | 1492.73%-1471.5pp | 478.56%-457.3pp |
| Employer contribution / active EE | $5,688 | $3,224+76.4% | $2,960+92.2% | $4,837+17.6% |
| Participant deferral / active EE | $3,733 | $4,673-20.1% | $4,276-12.7% | $6,341-41.1% |
| Admin fee / account holder | $1,532 | $6,753-77.3% | $5,949-74.3% | $12,309-87.6% |