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 | $84,306 | $99,020-14.9% | $86,590-2.6% | $147,584-42.9% |
| Participation rate | 91.3% | 76.3%+15.0pp | 73.5%+17.8pp | 82.8%+8.5pp |
| Annual return | 10.25% | 1312.34%-1302.1pp | 964.84%-954.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,159 | $3,132-63.0% | $2,839-59.2% | $4,876-76.2% |
| Participant deferral / active EE | $3,814 | $3,972-4.0% | $3,609+5.7% | $5,439-29.9% |
| Admin fee / account holder | $4,292 | $5,710-24.8% | $4,906-12.5% | $10,885-60.6% |