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 | $47,633 | $100,852-52.8% | $90,404-47.3% | $158,922-70.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 6.41% | 1724.20%-1717.8pp | 1293.02%-1286.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $6,207 | $3,689+68.3% | $3,262+90.3% | $4,761+30.4% |
| Participant deferral / active EE | $8,404 | $4,348+93.3% | $3,963+112.1% | $5,982+40.5% |
| Admin fee / account holder | $410 | $6,501-93.7% | $5,611-92.7% | $11,246-96.4% |