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 | $65,584 | $99,020-33.8% | $86,590-24.3% | $147,584-55.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 13.55% | 1312.34%-1298.8pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,099 | $3,132-33.0% | $2,839-26.1% | $4,876-56.9% |
| Participant deferral / active EE | $5,524 | $3,972+39.1% | $3,609+53.1% | $5,439+1.6% |
| Admin fee / account holder | $1,169 | $5,710-79.5% | $4,906-76.2% | $10,885-89.3% |