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 | $51,558 | $99,020-47.9% | $86,590-40.5% | $147,584-65.1% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 12.17% | 1312.34%-1300.2pp | 964.84%-952.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $4,737 | $3,132+51.3% | $2,839+66.8% | $4,876-2.9% |
| Participant deferral / active EE | $4,887 | $3,972+23.0% | $3,609+35.4% | $5,439-10.1% |
| Admin fee / account holder | $29,661 | $5,710+419.4% | $4,906+504.6% | $10,885+172.5% |