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 | $49,263 | $104,486-52.9% | $76,817-35.9% | $152,861-67.8% |
| Participation rate | 80.0% | 76.6%+3.4pp | 72.1%+7.9pp | 82.4%-2.4pp |
| Annual return | 18.90% | 1013.37%-994.5pp | 1166.11%-1147.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,080 | $3,116-33.2% | $2,302-9.6% | $4,762-56.3% |
| Participant deferral / active EE | $4,963 | $4,236+17.2% | $3,336+48.8% | $5,850-15.2% |
| Admin fee / account holder | $23,276 | $12,275+89.6% | $6,420+262.6% | $11,596+100.7% |