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 | $58,140 | $100,852-42.4% | $90,404-35.7% | $158,922-63.4% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 10.81% | 1724.20%-1713.4pp | 1293.02%-1282.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $3,181 | $3,689-13.8% | $3,262-2.5% | $4,761-33.2% |
| Participant deferral / active EE | $3,181 | $4,348-26.8% | $3,963-19.7% | $5,982-46.8% |
| Admin fee / account holder | $3,090 | $6,501-52.5% | $5,611-44.9% | $11,246-72.5% |