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 | $50,297 | $99,020-49.2% | $86,590-41.9% | $147,584-65.9% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 17.15% | 1312.34%-1295.2pp | 964.84%-947.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,683 | $3,132-14.3% | $2,839-5.5% | $4,876-45.0% |
| Participant deferral / active EE | $6,742 | $3,972+69.7% | $3,609+86.8% | $5,439+24.0% |
| Admin fee / account holder | $19,247 | $5,710+237.1% | $4,906+292.4% | $10,885+76.8% |