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 | $54,011 | $99,020-45.5% | $86,590-37.6% | $147,584-63.4% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 17.89% | 1312.34%-1294.4pp | 964.84%-946.9pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,533 | $3,132-51.0% | $2,839-46.0% | $4,876-68.6% |
| Participant deferral / active EE | $6,777 | $3,972+70.6% | $3,609+87.8% | $5,439+24.6% |
| Admin fee / account holder | $864 | $5,710-84.9% | $4,906-82.4% | $10,885-92.1% |