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 | $90,111 | $109,817-17.9% | $98,442-8.5% | $167,490-46.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 11.91% | 1956.69%-1944.8pp | 1492.73%-1480.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,112 | $3,224-34.5% | $2,960-28.7% | $4,837-56.3% |
| Participant deferral / active EE | $5,686 | $4,673+21.7% | $4,276+33.0% | $6,341-10.3% |
| Admin fee / account holder | $1,044 | $6,753-84.5% | $5,949-82.5% | $12,309-91.5% |