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 | $45,409 | $99,020-54.1% | $86,590-47.6% | $147,584-69.2% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 12.45% | 1312.34%-1299.9pp | 964.84%-952.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,436 | $3,132-54.1% | $2,839-49.4% | $4,876-70.5% |
| Participant deferral / active EE | $1,795 | $3,972-54.8% | $3,609-50.3% | $5,439-67.0% |
| Admin fee / account holder | $1,955 | $5,710-65.8% | $4,906-60.2% | $10,885-82.0% |