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 | $48,369 | $100,852-52.0% | $90,404-46.5% | $158,922-69.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.28% | 1724.20%-1711.9pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,703 | $3,689+0.4% | $3,262+13.5% | $4,761-22.2% |
| Participant deferral / active EE | $1,999 | $4,348-54.0% | $3,963-49.6% | $5,982-66.6% |
| Admin fee / account holder | $7,611 | $6,501+17.1% | $5,611+35.7% | $11,246-32.3% |