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 | $38,985 | $176,662-77.9% | $130,648-70.2% | $152,861-74.5% |
| Participation rate | 91.7% | 79.0%+12.7pp | 71.7%+19.9pp | 82.4%+9.2pp |
| Annual return | 21.68% | 2692.24%-2670.6pp | 1708.96%-1687.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,133 | $5,742-62.8% | $4,092-47.9% | $4,762-55.2% |
| Participant deferral / active EE | $3,898 | $4,361-10.6% | $3,603+8.2% | $5,850-33.4% |
| Admin fee / account holder | $1,873 | $7,133-73.7% | $5,464-65.7% | $11,596-83.9% |