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 | $51,686 | $99,020-47.8% | $86,590-40.3% | $147,584-65.0% |
| Participation rate | 81.3% | 76.3%+4.9pp | 73.5%+7.7pp | 82.8%-1.6pp |
| Annual return | 18.71% | 1312.34%-1293.6pp | 964.84%-946.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,342 | $3,132-57.2% | $2,839-52.8% | $4,876-72.5% |
| Participant deferral / active EE | $2,505 | $3,972-36.9% | $3,609-30.6% | $5,439-53.9% |
| Admin fee / account holder | $906 | $5,710-84.1% | $4,906-81.5% | $10,885-91.7% |