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 | $59,852 | $169,032-64.6% | $129,207-53.7% | $145,922-59.0% |
| Participation rate | 88.9% | 76.4%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 10.86% | 14330.11%-14319.3pp | 9417.33%-9406.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,316 | $5,537-76.2% | $4,153-68.3% | $4,660-71.8% |
| Participant deferral / active EE | $2,042 | $4,987-59.1% | $4,168-51.0% | $6,688-69.5% |
| Admin fee / account holder | $13,939 | $9,954+40.0% | $7,715+80.7% | $13,397+4.0% |