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 | $57,236 | $109,817-47.9% | $98,442-41.9% | $167,490-65.8% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 30.30% | 1956.69%-1926.4pp | 1492.73%-1462.4pp | 478.56%-448.3pp |
| Employer contribution / active EE | $3,347 | $3,224+3.8% | $2,960+13.1% | $4,837-30.8% |
| Participant deferral / active EE | $1,814 | $4,673-61.2% | $4,276-57.6% | $6,341-71.4% |
| Admin fee / account holder | $4,380 | $6,753-35.1% | $5,949-26.4% | $12,309-64.4% |