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 | $61,731 | $99,020-37.7% | $86,590-28.7% | $147,584-58.2% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 19.35% | 1312.34%-1293.0pp | 964.84%-945.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,378 | $3,132+7.9% | $2,839+19.0% | $4,876-30.7% |
| Participant deferral / active EE | $6,394 | $3,972+61.0% | $3,609+77.2% | $5,439+17.6% |
| Admin fee / account holder | $1,656 | $5,710-71.0% | $4,906-66.2% | $10,885-84.8% |