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 | $65,300 | $156,846-58.4% | $121,098-46.1% | $139,434-53.2% |
| Participation rate | 84.6% | 76.4%+8.2pp | 69.5%+15.1pp | 80.3%+4.3pp |
| Annual return | 9.76% | 1474.56%-1464.8pp | 985.75%-976.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $2,563 | $5,536-53.7% | $4,164-38.5% | $4,751-46.1% |
| Participant deferral / active EE | $3,888 | $4,844-19.7% | $4,080-4.7% | $6,710-42.1% |
| Admin fee / account holder | $23,561 | $6,946+239.2% | $5,644+317.4% | $11,403+106.6% |