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 | $22,080 | $99,020-77.7% | $86,590-74.5% | $147,584-85.0% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 13.10% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,021 | $3,132-35.5% | $2,839-28.8% | $4,876-58.6% |
| Participant deferral / active EE | $5,914 | $3,972+48.9% | $3,609+63.9% | $5,439+8.7% |
| Admin fee / account holder | $9,783 | $5,710+71.3% | $4,906+99.4% | $10,885-10.1% |