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 | $43,234 | $70,756-38.9% | $65,493-34.0% | $142,382-69.6% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 16.65% | 1754.89%-1738.2pp | 982.45%-965.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,784 | $2,881-38.1% | $2,574-30.7% | $4,299-58.5% |
| Participant deferral / active EE | $3,619 | $4,637-22.0% | $3,961-8.6% | $6,507-44.4% |
| Admin fee / account holder | $407 | $6,559-93.8% | $5,028-91.9% | $12,624-96.8% |