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 | $20,331 | $68,097-70.1% | $62,929-67.7% | $137,256-85.2% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 12.79% | 1859.11%-1846.3pp | 1063.93%-1051.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,062 | $2,811-62.2% | $2,505-57.6% | $4,156-74.4% |
| Participant deferral / active EE | $3,295 | $4,553-27.6% | $3,888-15.3% | $6,407-48.6% |
| Admin fee / account holder | $2,858 | $6,521-56.2% | $5,065-43.6% | $12,270-76.7% |