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 | $50,419 | $100,852-50.0% | $90,404-44.2% | $158,922-68.3% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.7%+13.7pp | 82.0%+4.4pp |
| Annual return | 20.90% | 1724.20%-1703.3pp | 1293.02%-1272.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $4,047 | $3,689+9.7% | $3,262+24.1% | $4,761-15.0% |
| Participant deferral / active EE | $3,999 | $4,348-8.0% | $3,963+0.9% | $5,982-33.2% |
| Admin fee / account holder | $735 | $6,501-88.7% | $5,611-86.9% | $11,246-93.5% |