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 | $44,390 | $99,020-55.2% | $86,590-48.7% | $147,584-69.9% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 14.26% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,755 | $3,132-12.0% | $2,839-3.0% | $4,876-43.5% |
| Participant deferral / active EE | $6,898 | $3,972+73.7% | $3,609+91.2% | $5,439+26.8% |
| Admin fee / account holder | $304 | $5,710-94.7% | $4,906-93.8% | $10,885-97.2% |