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 | $60,108 | $102,604-41.4% | $86,188-30.3% | $139,434-56.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 13.34% | 1922.51%-1909.2pp | 1168.45%-1155.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $5,281 | $3,032+74.1% | $2,380+121.9% | $4,751+11.2% |
| Participant deferral / active EE | $6,630 | $4,676+41.8% | $3,985+66.4% | $6,710-1.2% |
| Admin fee / account holder | $5,959 | $8,657-31.2% | $6,852-13.0% | $11,403-47.7% |