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 | $25,037 | $76,785-67.4% | $56,441-55.6% | $145,959-82.8% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.3pp | 80.3%+1.5pp |
| Annual return | 13.39% | 3000.51%-2987.1pp | 1704.21%-1690.8pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,795 | $1,381+30.0% | $1,039+72.7% | $4,661-61.5% |
| Participant deferral / active EE | $2,699 | $2,624+2.9% | $1,953+38.2% | $6,689-59.6% |
| Admin fee / account holder | $2,668 | $3,334-20.0% | $2,829-5.7% | $13,398-80.1% |