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 | $51,518 | $185,200-72.2% | $142,863-63.9% | $167,490-69.2% |
| Participation rate | 88.9% | 78.4%+10.4pp | 71.9%+17.0pp | 82.1%+6.8pp |
| Annual return | 9.51% | 8555.70%-8546.2pp | 5637.54%-5628.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,853 | $5,604-49.1% | $4,144-31.1% | $4,837-41.0% |
| Participant deferral / active EE | $3,677 | $4,494-18.2% | $3,837-4.2% | $6,341-42.0% |
| Admin fee / account holder | $57,952 | $8,031+621.6% | $6,560+783.4% | $12,309+370.8% |