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 | $28,902 | $176,662-83.6% | $130,648-77.9% | $152,861-81.1% |
| Participation rate | 90.5% | 79.0%+11.5pp | 71.7%+18.7pp | 82.4%+8.0pp |
| Annual return | 17.79% | 2692.24%-2674.4pp | 1708.96%-1691.2pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,002 | $5,742-65.1% | $4,092-51.1% | $4,762-58.0% |
| Participant deferral / active EE | $2,019 | $4,361-53.7% | $3,603-44.0% | $5,850-65.5% |
| Admin fee / account holder | $5,095 | $7,133-28.6% | $5,464-6.8% | $11,596-56.1% |