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 | $63,596 | $100,852-36.9% | $90,404-29.7% | $158,922-60.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 14.26% | 1724.20%-1709.9pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,119 | $3,689-69.7% | $3,262-65.7% | $4,761-76.5% |
| Participant deferral / active EE | $2,460 | $4,348-43.4% | $3,963-37.9% | $5,982-58.9% |
| Admin fee / account holder | $2,119 | $6,501-67.4% | $5,611-62.2% | $11,246-81.2% |