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 | $53,293 | $100,041-46.7% | $149,718-64.4% | $70,131-24.0% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.1%0pp | 69.5%+17.6pp |
| Annual return | 24.34% | 27.43%-3.1pp | 1501.63%-1477.3pp | 73.14%-48.8pp |
| Employer contribution / active EE | $5,188 | $3,662+41.7% | $5,445-4.7% | $2,342+121.5% |
| Participant deferral / active EE | $10,663 | $4,983+114.0% | $6,569+62.3% | $3,332+220.1% |
| Admin fee / account holder | $417 | $8,286-95.0% | $11,283-96.3% | $4,645-91.0% |