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 | $40,363 | $99,020-59.2% | $86,590-53.4% | $147,584-72.7% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 12.24% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $3,340 | $3,132+6.6% | $2,839+17.6% | $4,876-31.5% |
| Participant deferral / active EE | $3,380 | $3,972-14.9% | $3,609-6.3% | $5,439-37.9% |
| Admin fee / account holder | $3,320 | $5,710-41.9% | $4,906-32.3% | $10,885-69.5% |