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 | $75,021 | $52,406+43.2% | $129,207-41.9% | $74,495+0.7% |
| Participation rate | 99.0% | 53.8%+45.2pp | 69.6%+29.4pp | 67.2%+31.8pp |
| Annual return | 12.94% | 15.66%-2.7pp | 9417.33%-9404.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,404 | $1,531-8.3% | $4,153-66.2% | $2,623-46.5% |
| Participant deferral / active EE | $2,594 | $2,794-7.2% | $4,168-37.8% | $4,346-40.3% |
| Admin fee / account holder | $1,237 | $2,633-53.0% | $7,715-84.0% | $1,942-36.3% |