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 | $33,460 | $97,757-65.8% | $83,848-60.1% | $135,375-75.3% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | 3.50% | 1287.37%-1283.9pp | 850.88%-847.4pp | 519.73%-516.2pp |
| Employer contribution / active EE | $3,018 | $4,222-28.5% | $3,631-16.9% | $4,779-36.8% |
| Participant deferral / active EE | $4,338 | $4,682-7.3% | $4,082+6.3% | $5,609-22.7% |
| Admin fee / account holder | $716 | $6,674-89.3% | $5,478-86.9% | $10,827-93.4% |