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 | $33,564 | $99,020-66.1% | $86,590-61.2% | $147,584-77.3% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 17.31% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,886 | $3,132-7.8% | $2,839+1.7% | $4,876-40.8% |
| Participant deferral / active EE | $3,288 | $3,972-17.2% | $3,609-8.9% | $5,439-39.5% |
| Admin fee / account holder | $8,606 | $5,710+50.7% | $4,906+75.4% | $10,885-20.9% |