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 | $38,994 | $99,020-60.6% | $86,590-55.0% | $147,584-73.6% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 19.47% | 1312.34%-1292.9pp | 964.84%-945.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,430 | $3,132-22.4% | $2,839-14.4% | $4,876-50.2% |
| Participant deferral / active EE | $5,119 | $3,972+28.9% | $3,609+41.9% | $5,439-5.9% |
| Admin fee / account holder | $4,964 | $5,710-13.1% | $4,906+1.2% | $10,885-54.4% |