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 8-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 | $49,127 | $102,604-52.1% | $86,188-43.0% | $139,434-64.8% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 20.00% | 1922.51%-1902.5pp | 1168.45%-1148.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,347 | $3,032-22.6% | $2,380-1.4% | $4,751-50.6% |
| Participant deferral / active EE | $2,870 | $4,676-38.6% | $3,985-28.0% | $6,710-57.2% |
| Admin fee / account holder | $1,167 | $8,657-86.5% | $6,852-83.0% | $11,403-89.8% |