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 | $61,244 | $100,852-39.3% | $90,404-32.3% | $158,922-61.5% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 17.00% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $3,217 | $3,689-12.8% | $3,262-1.4% | $4,761-32.4% |
| Participant deferral / active EE | $2,685 | $4,348-38.2% | $3,963-32.3% | $5,982-55.1% |
| Admin fee / account holder | $321 | $6,501-95.1% | $5,611-94.3% | $11,246-97.1% |