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 | $59,240 | $100,852-41.3% | $90,404-34.5% | $158,922-62.7% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.7%+8.3pp | 82.0%-1.0pp |
| Annual return | 20.65% | 1724.20%-1703.6pp | 1293.02%-1272.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,255 | $4,348+66.9% | $3,963+83.0% | $5,982+21.3% |
| Admin fee / account holder | $2,545 | $6,501-60.9% | $5,611-54.6% | $11,246-77.4% |