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 | $51,603 | $109,817-53.0% | $98,442-47.6% | $167,490-69.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 13.20% | 1956.69%-1943.5pp | 1492.73%-1479.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,661 | $3,224-48.5% | $2,960-43.9% | $4,837-65.7% |
| Participant deferral / active EE | $2,856 | $4,673-38.9% | $4,276-33.2% | $6,341-55.0% |
| Admin fee / account holder | $3,329 | $6,753-50.7% | $5,949-44.0% | $12,309-73.0% |