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 | $79,388 | $100,852-21.3% | $90,404-12.2% | $158,922-50.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 18.29% | 1724.20%-1705.9pp | 1293.02%-1274.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,790 | $3,689-24.4% | $3,262-14.5% | $4,761-41.4% |
| Participant deferral / active EE | $3,150 | $4,348-27.5% | $3,963-20.5% | $5,982-47.3% |
| Admin fee / account holder | $731 | $6,501-88.8% | $5,611-87.0% | $11,246-93.5% |