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 9-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 | $55,398 | $99,020-44.1% | $86,590-36.0% | $147,584-62.5% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 15.89% | 1312.34%-1296.4pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,084 | $3,132-33.5% | $2,839-26.6% | $4,876-57.3% |
| Participant deferral / active EE | $1,216 | $3,972-69.4% | $3,609-66.3% | $5,439-77.6% |
| Admin fee / account holder | $3,240 | $5,710-43.3% | $4,906-33.9% | $10,885-70.2% |