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 | $33,727 | $99,020-65.9% | $86,590-61.1% | $147,584-77.1% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 13.39% | 1312.34%-1298.9pp | 964.84%-951.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,588 | $3,132-17.4% | $2,839-8.8% | $4,876-46.9% |
| Participant deferral / active EE | $4,583 | $3,972+15.4% | $3,609+27.0% | $5,439-15.7% |
| Admin fee / account holder | $509 | $5,710-91.1% | $4,906-89.6% | $10,885-95.3% |