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 | $32,949 | $99,020-66.7% | $86,590-61.9% | $147,584-77.7% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 21.37% | 1312.34%-1291.0pp | 964.84%-943.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $3,640 | $3,132+16.2% | $2,839+28.2% | $4,876-25.3% |
| Participant deferral / active EE | $7,334 | $3,972+84.6% | $3,609+103.2% | $5,439+34.9% |
| Admin fee / account holder | $3,190 | $5,710-44.1% | $4,906-35.0% | $10,885-70.7% |