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 | $39,489 | $109,817-64.0% | $98,442-59.9% | $167,490-76.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 22.77% | 1956.69%-1933.9pp | 1492.73%-1470.0pp | 478.56%-455.8pp |
| Employer contribution / active EE | $3,717 | $3,224+15.3% | $2,960+25.6% | $4,837-23.2% |
| Participant deferral / active EE | $3,509 | $4,673-24.9% | $4,276-17.9% | $6,341-44.7% |
| Admin fee / account holder | $1,429 | $6,753-78.8% | $5,949-76.0% | $12,309-88.4% |