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 | $46,254 | $109,817-57.9% | $98,442-53.0% | $167,490-72.4% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 11.35% | 1956.69%-1945.3pp | 1492.73%-1481.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,275 | $3,224-29.4% | $2,960-23.1% | $4,837-53.0% |
| Participant deferral / active EE | $3,781 | $4,673-19.1% | $4,276-11.6% | $6,341-40.4% |
| Admin fee / account holder | $1,739 | $6,753-74.2% | $5,949-70.8% | $12,309-85.9% |