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 | $60,517 | $99,020-38.9% | $86,590-30.1% | $147,584-59.0% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 10.89% | 1312.34%-1301.4pp | 964.84%-954.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,878 | $3,132+23.8% | $2,839+36.6% | $4,876-20.5% |
| Participant deferral / active EE | $558 | $3,972-86.0% | $3,609-84.5% | $5,439-89.7% |
| Admin fee / account holder | $2,328 | $5,710-59.2% | $4,906-52.5% | $10,885-78.6% |