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 | $82,054 | $100,852-18.6% | $90,404-9.2% | $158,922-48.4% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 21.50% | 1724.20%-1702.7pp | 1293.02%-1271.5pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,404 | $3,689-34.8% | $3,262-26.3% | $4,761-49.5% |
| Participant deferral / active EE | $3,076 | $4,348-29.3% | $3,963-22.4% | $5,982-48.6% |
| Admin fee / account holder | $4,409 | $6,501-32.2% | $5,611-21.4% | $11,246-60.8% |