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 | $20,746 | $176,662-88.3% | $130,648-84.1% | $152,861-86.4% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 28.13% | 2692.24%-2664.1pp | 1708.96%-1680.8pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,842 | $5,742-50.5% | $4,092-30.5% | $4,762-40.3% |
| Participant deferral / active EE | $6,948 | $4,361+59.3% | $3,603+92.8% | $5,850+18.8% |
| Admin fee / account holder | $2,797 | $7,133-60.8% | $5,464-48.8% | $11,596-75.9% |