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 | $33,879 | $72,400-53.2% | $67,502-49.8% | $145,922-76.8% |
| Participation rate | 90.9% | 76.9%+14.1pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 13.04% | 7182.46%-7169.4pp | 3512.12%-3499.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,239 | $3,069+5.5% | $2,731+18.6% | $4,660-30.5% |
| Participant deferral / active EE | $4,650 | $4,783-2.8% | $4,000+16.3% | $6,688-30.5% |
| Admin fee / account holder | $22,508 | $5,539+306.4% | $3,998+463.0% | $13,397+68.0% |