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 9-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 | $20,347 | $99,020-79.5% | $86,590-76.5% | $147,584-86.2% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 10.88% | 1312.34%-1301.5pp | 964.84%-954.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,833 | $3,132-41.5% | $2,839-35.4% | $4,876-62.4% |
| Participant deferral / active EE | $2,147 | $3,972-45.9% | $3,609-40.5% | $5,439-60.5% |
| Admin fee / account holder | $6,505 | $5,710+13.9% | $4,906+32.6% | $10,885-40.2% |