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 | $54,908 | $109,817-50.0% | $98,442-44.2% | $167,490-67.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 22.52% | 1956.69%-1934.2pp | 1492.73%-1470.2pp | 478.56%-456.0pp |
| Employer contribution / active EE | $3,188 | $3,224-1.1% | $2,960+7.7% | $4,837-34.1% |
| Participant deferral / active EE | $6,020 | $4,673+28.8% | $4,276+40.8% | $6,341-5.1% |
| Admin fee / account holder | $59,190 | $6,753+776.5% | $5,949+894.9% | $12,309+380.9% |