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 | $33,039 | $58,927-43.9% | $76,817-57.0% | $72,985-54.7% |
| Participation rate | 90.2% | 67.3%+22.9pp | 72.1%+18.2pp | 69.5%+20.8pp |
| Annual return | 21.28% | 2305.64%-2284.4pp | 1166.11%-1144.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,551 | $1,787+42.8% | $2,302+10.8% | $2,440+4.6% |
| Participant deferral / active EE | $3,712 | $2,690+38.0% | $3,336+11.3% | $3,607+2.9% |
| Admin fee / account holder | $1,096 | $4,013-72.7% | $6,420-82.9% | $5,124-78.6% |