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 | $47,559 | $58,927-19.3% | $76,817-38.1% | $72,985-34.8% |
| Participation rate | 94.4% | 67.3%+27.1pp | 72.1%+22.4pp | 69.5%+25.0pp |
| Annual return | 25.32% | 2305.64%-2280.3pp | 1166.11%-1140.8pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,122 | $1,787+18.7% | $2,302-7.8% | $2,440-13.0% |
| Participant deferral / active EE | $3,579 | $2,690+33.0% | $3,336+7.3% | $3,607-0.8% |
| Admin fee / account holder | $352 | $4,013-91.2% | $6,420-94.5% | $5,124-93.1% |