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 | $14,197 | $109,817-87.1% | $98,442-85.6% | $167,490-91.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 23.83% | 1956.69%-1932.9pp | 1492.73%-1468.9pp | 478.56%-454.7pp |
| Employer contribution / active EE | $4,910 | $3,224+52.3% | $2,960+65.9% | $4,837+1.5% |
| Participant deferral / active EE | $1,491 | $4,673-68.1% | $4,276-65.1% | $6,341-76.5% |
| Admin fee / account holder | $3,261 | $6,753-51.7% | $5,949-45.2% | $12,309-73.5% |