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 | $48,007 | $102,604-53.2% | $86,188-44.3% | $139,434-65.6% |
| Participation rate | 89.5% | 74.5%+15.0pp | 69.0%+20.5pp | 80.3%+9.2pp |
| Annual return | 15.86% | 1922.51%-1906.7pp | 1168.45%-1152.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,874 | $3,032-5.2% | $2,380+20.7% | $4,751-39.5% |
| Participant deferral / active EE | $5,314 | $4,676+13.6% | $3,985+33.3% | $6,710-20.8% |
| Admin fee / account holder | $942 | $8,657-89.1% | $6,852-86.3% | $11,403-91.7% |