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 | $54,031 | $104,907-48.5% | $84,611-36.1% | $152,861-64.7% |
| Participation rate | 94.7% | 74.8%+19.9pp | 68.2%+26.5pp | 82.4%+12.3pp |
| Annual return | 20.31% | 373.79%-353.5pp | 258.74%-238.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $846 | $4,688-82.0% | $3,899-78.3% | $5,850-85.5% |
| Admin fee / account holder | $603 | $6,241-90.3% | $4,912-87.7% | $11,596-94.8% |