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 | $20,403 | $99,020-79.4% | $86,590-76.4% | $147,584-86.2% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 18.61% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,714 | $3,132-45.3% | $2,839-39.6% | $4,876-64.9% |
| Participant deferral / active EE | $5,602 | $3,972+41.0% | $3,609+55.2% | $5,439+3.0% |
| Admin fee / account holder | $3,934 | $5,710-31.1% | $4,906-19.8% | $10,885-63.9% |