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 | $39,393 | $58,927-33.1% | $76,817-48.7% | $72,985-46.0% |
| Participation rate | 89.3% | 67.3%+21.9pp | 72.1%+17.2pp | 69.5%+19.8pp |
| Annual return | 19.71% | 2305.64%-2285.9pp | 1166.11%-1146.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,881 | $1,787+61.3% | $2,302+25.2% | $2,440+18.1% |
| Participant deferral / active EE | $4,827 | $2,690+79.4% | $3,336+44.7% | $3,607+33.8% |
| Admin fee / account holder | $4,534 | $4,013+13.0% | $6,420-29.4% | $5,124-11.5% |