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 | $54,881 | $109,817-50.0% | $98,442-44.3% | $167,490-67.2% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 10.46% | 1956.69%-1946.2pp | 1492.73%-1482.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,469 | $3,224-54.4% | $2,960-50.4% | $4,837-69.6% |
| Participant deferral / active EE | $2,480 | $4,673-46.9% | $4,276-42.0% | $6,341-60.9% |
| Admin fee / account holder | $1,245 | $6,753-81.6% | $5,949-79.1% | $12,309-89.9% |