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 | $65,162 | $109,817-40.7% | $98,442-33.8% | $167,490-61.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 17.21% | 1956.69%-1939.5pp | 1492.73%-1475.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $3,033 | $3,224-5.9% | $2,960+2.5% | $4,837-37.3% |
| Participant deferral / active EE | $4,301 | $4,673-8.0% | $4,276+0.6% | $6,341-32.2% |
| Admin fee / account holder | $2,110 | $6,753-68.8% | $5,949-64.5% | $12,309-82.9% |