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 | $32,617 | $99,020-67.1% | $86,590-62.3% | $147,584-77.9% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 13.24% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $927 | $3,132-70.4% | $2,839-67.4% | $4,876-81.0% |
| Participant deferral / active EE | $3,395 | $3,972-14.5% | $3,609-5.9% | $5,439-37.6% |
| Admin fee / account holder | $4,660 | $5,710-18.4% | $4,906-5.0% | $10,885-57.2% |