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 | $58,806 | $100,852-41.7% | $90,404-35.0% | $158,922-63.0% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | 9.98% | 1724.20%-1714.2pp | 1293.02%-1283.0pp | 302.83%-292.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,425 | $4,348-44.2% | $3,963-38.8% | $5,982-59.5% |
| Admin fee / account holder | $3,341 | $6,501-48.6% | $5,611-40.5% | $11,246-70.3% |