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 | $74,376 | $102,604-27.5% | $86,188-13.7% | $139,434-46.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 15.71% | 1922.51%-1906.8pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,681 | $3,032+21.4% | $2,380+54.6% | $4,751-22.5% |
| Participant deferral / active EE | $6,952 | $4,676+48.7% | $3,985+74.4% | $6,710+3.6% |
| Admin fee / account holder | $2,797 | $8,657-67.7% | $6,852-59.2% | $11,403-75.5% |