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 | $69,429 | $99,020-29.9% | $86,590-19.8% | $147,584-53.0% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 17.64% | 1312.34%-1294.7pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $6,258 | $3,132+99.8% | $2,839+120.4% | $4,876+28.3% |
| Participant deferral / active EE | $4,176 | $3,972+5.1% | $3,609+15.7% | $5,439-23.2% |
| Admin fee / account holder | $1,482 | $5,710-74.0% | $4,906-69.8% | $10,885-86.4% |