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 | $60,534 | $99,020-38.9% | $86,590-30.1% | $147,584-59.0% |
| Participation rate | 81.0% | 76.3%+4.6pp | 73.5%+7.4pp | 82.8%-1.9pp |
| Annual return | 16.74% | 1312.34%-1295.6pp | 964.84%-948.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,841 | $3,132-41.2% | $2,839-35.2% | $4,876-62.2% |
| Participant deferral / active EE | $5,119 | $3,972+28.9% | $3,609+41.8% | $5,439-5.9% |
| Admin fee / account holder | $680 | $5,710-88.1% | $4,906-86.1% | $10,885-93.7% |