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 | $62,047 | $107,334-42.2% | $92,893-33.2% | $152,861-59.4% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 22.52% | 145.58%-123.1pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,716 | $4,221-35.7% | $3,653-25.6% | $4,762-43.0% |
| Participant deferral / active EE | $2,256 | $4,845-53.4% | $4,236-46.8% | $5,850-61.4% |
| Admin fee / account holder | $3,972 | $7,079-43.9% | $5,794-31.4% | $11,596-65.7% |