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 | $47,250 | $102,604-53.9% | $86,188-45.2% | $139,434-66.1% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 18.14% | 1922.51%-1904.4pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,212 | $3,032-60.0% | $2,380-49.1% | $4,751-74.5% |
| Participant deferral / active EE | $2,824 | $4,676-39.6% | $3,985-29.1% | $6,710-57.9% |
| Admin fee / account holder | $2,451 | $8,657-71.7% | $6,852-64.2% | $11,403-78.5% |