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 | $67,134 | $100,852-33.4% | $90,404-25.7% | $158,922-57.8% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 20.64% | 1724.20%-1703.6pp | 1293.02%-1272.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $3,018 | $3,689-18.2% | $3,262-7.5% | $4,761-36.6% |
| Participant deferral / active EE | $6,408 | $4,348+47.4% | $3,963+61.7% | $5,982+7.1% |
| Admin fee / account holder | $5,795 | $6,501-10.9% | $5,611+3.3% | $11,246-48.5% |