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 | $51,460 | $109,817-53.1% | $98,442-47.7% | $167,490-69.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 13.33% | 1956.69%-1943.4pp | 1492.73%-1479.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,755 | $3,224-45.6% | $2,960-40.7% | $4,837-63.7% |
| Participant deferral / active EE | $3,736 | $4,673-20.1% | $4,276-12.6% | $6,341-41.1% |
| Admin fee / account holder | $641 | $6,753-90.5% | $5,949-89.2% | $12,309-94.8% |