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 | $64,212 | $109,817-41.5% | $98,442-34.8% | $167,490-61.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 16.13% | 1956.69%-1940.6pp | 1492.73%-1476.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,502 | $3,224-53.4% | $2,960-49.3% | $4,837-69.0% |
| Participant deferral / active EE | $4,199 | $4,673-10.1% | $4,276-1.8% | $6,341-33.8% |
| Admin fee / account holder | $678 | $6,753-90.0% | $5,949-88.6% | $12,309-94.5% |