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 | $68,784 | $232,540-70.4% | $185,117-62.8% | $147,584-53.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 2112.45% | 43.03%+2069.4pp | 40.50%+2072.0pp | 578.55%+1533.9pp |
| Employer contribution / active EE | $1,064 | $5,195-79.5% | $4,182-74.6% | $4,876-78.2% |
| Participant deferral / active EE | $10,500 | $5,834+80.0% | $5,045+108.1% | $5,439+93.1% |
| Admin fee / account holder | $184,469 | $10,275+1695.3% | $8,159+2160.8% | $10,885+1594.7% |