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 | $44,182 | $99,020-55.4% | $86,590-49.0% | $147,584-70.1% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 207.24% | 1312.34%-1105.1pp | 964.84%-757.6pp | 578.55%-371.3pp |
| Employer contribution / active EE | $2,976 | $3,132-5.0% | $2,839+4.8% | $4,876-39.0% |
| Participant deferral / active EE | $3,593 | $3,972-9.5% | $3,609-0.4% | $5,439-33.9% |
| Admin fee / account holder | $1,054 | $5,710-81.5% | $4,906-78.5% | $10,885-90.3% |