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 | $54,738 | $97,757-44.0% | $83,848-34.7% | $135,375-59.6% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | 12.69% | 1287.37%-1274.7pp | 850.88%-838.2pp | 519.73%-507.0pp |
| Employer contribution / active EE | $1,278 | $4,222-69.7% | $3,631-64.8% | $4,779-73.3% |
| Participant deferral / active EE | $1,379 | $4,682-70.5% | $4,082-66.2% | $5,609-75.4% |
| Admin fee / account holder | $6,547 | $6,674-1.9% | $5,478+19.5% | $10,827-39.5% |