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 | $49,110 | $100,852-51.3% | $90,404-45.7% | $158,922-69.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 8.88% | 1724.20%-1715.3pp | 1293.02%-1284.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,482 | $3,689-59.8% | $3,262-54.6% | $4,761-68.9% |
| Participant deferral / active EE | $2,936 | $4,348-32.5% | $3,963-25.9% | $5,982-50.9% |
| Admin fee / account holder | $3,607 | $6,501-44.5% | $5,611-35.7% | $11,246-67.9% |