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 | $58,114 | $70,756-17.9% | $65,493-11.3% | $142,382-59.2% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 14.36% | 1754.89%-1740.5pp | 982.45%-968.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,317 | $2,881+84.6% | $2,574+106.6% | $4,299+23.7% |
| Participant deferral / active EE | $1,907 | $4,637-58.9% | $3,961-51.9% | $6,507-70.7% |
| Admin fee / account holder | $939 | $6,559-85.7% | $5,028-81.3% | $12,624-92.6% |