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 | $53,946 | $99,020-45.5% | $86,590-37.7% | $147,584-63.4% |
| Participation rate | 84.6% | 76.3%+8.3pp | 73.5%+11.1pp | 82.8%+1.8pp |
| Annual return | 13.73% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $971 | $3,132-69.0% | $2,839-65.8% | $4,876-80.1% |
| Participant deferral / active EE | $1,067 | $3,972-73.1% | $3,609-70.4% | $5,439-80.4% |
| Admin fee / account holder | $2,831 | $5,710-50.4% | $4,906-42.3% | $10,885-74.0% |