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 | $55,794 | $70,756-21.1% | $65,493-14.8% | $142,382-60.8% |
| Participation rate | 92.9% | 77.4%+15.5pp | 73.1%+19.8pp | 80.1%+12.7pp |
| Annual return | 15.99% | 1754.89%-1738.9pp | 982.45%-966.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,007 | $2,881+39.1% | $2,574+55.7% | $4,299-6.8% |
| Participant deferral / active EE | $10,175 | $4,637+119.4% | $3,961+156.9% | $6,507+56.4% |
| Admin fee / account holder | $8,434 | $6,559+28.6% | $5,028+67.7% | $12,624-33.2% |