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 | $50,362 | $99,020-49.1% | $86,590-41.8% | $147,584-65.9% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 21.84% | 1312.34%-1290.5pp | 964.84%-943.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,741 | $3,132-12.5% | $2,839-3.5% | $4,876-43.8% |
| Participant deferral / active EE | $3,520 | $3,972-11.4% | $3,609-2.4% | $5,439-35.3% |
| Admin fee / account holder | $1,650 | $5,710-71.1% | $4,906-66.4% | $10,885-84.8% |