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 | $75,805 | $102,604-26.1% | $86,188-12.0% | $139,434-45.6% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 12.40% | 1922.51%-1910.1pp | 1168.45%-1156.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,180 | $3,032-61.1% | $2,380-50.4% | $4,751-75.2% |
| Participant deferral / active EE | $3,473 | $4,676-25.7% | $3,985-12.8% | $6,710-48.2% |
| Admin fee / account holder | $1,011 | $8,657-88.3% | $6,852-85.2% | $11,403-91.1% |