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 | $86,012 | $99,020-13.1% | $86,590-0.7% | $147,584-41.7% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 14.90% | 1312.34%-1297.4pp | 964.84%-949.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,289 | $3,132-26.9% | $2,839-19.4% | $4,876-53.1% |
| Participant deferral / active EE | $2,500 | $3,972-37.1% | $3,609-30.7% | $5,439-54.0% |
| Admin fee / account holder | $641 | $5,710-88.8% | $4,906-86.9% | $10,885-94.1% |