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 | $58,893 | $100,852-41.6% | $90,404-34.9% | $158,922-62.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 19.60% | 1724.20%-1704.6pp | 1293.02%-1273.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,656 | $3,689-55.1% | $3,262-49.2% | $4,761-65.2% |
| Participant deferral / active EE | $3,958 | $4,348-9.0% | $3,963-0.1% | $5,982-33.8% |
| Admin fee / account holder | $505 | $6,501-92.2% | $5,611-91.0% | $11,246-95.5% |