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 | $45,583 | $109,817-58.5% | $98,442-53.7% | $167,490-72.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 20.31% | 1956.69%-1936.4pp | 1492.73%-1472.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $1,756 | $3,224-45.5% | $2,960-40.7% | $4,837-63.7% |
| Participant deferral / active EE | $4,920 | $4,673+5.3% | $4,276+15.1% | $6,341-22.4% |
| Admin fee / account holder | $679 | $6,753-90.0% | $5,949-88.6% | $12,309-94.5% |