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 | $37,342 | $176,662-78.9% | $130,648-71.4% | $152,861-75.6% |
| Participation rate | 92.3% | 79.0%+13.3pp | 71.7%+20.6pp | 82.4%+9.9pp |
| Annual return | 23.10% | 2692.24%-2669.1pp | 1708.96%-1685.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,852 | $5,742-67.8% | $4,092-54.7% | $4,762-61.1% |
| Participant deferral / active EE | $4,004 | $4,361-8.2% | $3,603+11.1% | $5,850-31.6% |
| Admin fee / account holder | $573 | $7,133-92.0% | $5,464-89.5% | $11,596-95.1% |