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 | $77,840 | $102,604-24.1% | $86,188-9.7% | $139,434-44.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 17.39% | 1922.51%-1905.1pp | 1168.45%-1151.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,337 | $3,032+10.0% | $2,380+40.2% | $4,751-29.8% |
| Participant deferral / active EE | $4,188 | $4,676-10.4% | $3,985+5.1% | $6,710-37.6% |
| Admin fee / account holder | $857 | $8,657-90.1% | $6,852-87.5% | $11,403-92.5% |