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 | $32,593 | $99,020-67.1% | $86,590-62.4% | $147,584-77.9% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 15.76% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,916 | $3,132-6.9% | $2,839+2.7% | $4,876-40.2% |
| Participant deferral / active EE | $2,372 | $3,972-40.3% | $3,609-34.3% | $5,439-56.4% |
| Admin fee / account holder | $1,886 | $5,710-67.0% | $4,906-61.5% | $10,885-82.7% |