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 | $65,090 | $72,400-10.1% | $67,502-3.6% | $145,922-55.4% |
| Participation rate | 90.9% | 76.9%+14.1pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 12.46% | 7182.46%-7170.0pp | 3512.12%-3499.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $8,780 | $3,069+186.1% | $2,731+221.5% | $4,660+88.4% |
| Participant deferral / active EE | $5,932 | $4,783+24.0% | $4,000+48.3% | $6,688-11.3% |
| Admin fee / account holder | $8,669 | $5,539+56.5% | $3,998+116.9% | $13,397-35.3% |