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 | $59,864 | $169,161-64.6% | $129,295-53.7% | $145,959-59.0% |
| Participation rate | 93.8% | 76.5%+17.3pp | 69.6%+24.1pp | 80.3%+13.5pp |
| Annual return | 10.60% | 14348.07%-14337.5pp | 9429.28%-9418.7pp | 561.95%-551.4pp |
| Employer contribution / active EE | $2,588 | $5,543-53.3% | $4,157-37.7% | $4,661-44.5% |
| Participant deferral / active EE | $5,694 | $4,989+14.1% | $4,169+36.6% | $6,689-14.9% |
| Admin fee / account holder | $3,125 | $9,878-68.4% | $7,665-59.2% | $13,398-76.7% |