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 | $72,681 | $185,200-60.8% | $142,863-49.1% | $167,490-56.6% |
| Participation rate | 84.6% | 78.4%+6.2pp | 71.9%+12.7pp | 82.1%+2.5pp |
| Annual return | 11.87% | 8555.70%-8543.8pp | 5637.54%-5625.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $793 | $5,604-85.9% | $4,144-80.9% | $4,837-83.6% |
| Participant deferral / active EE | $4,384 | $4,494-2.4% | $3,837+14.3% | $6,341-30.9% |
| Admin fee / account holder | $10,638 | $8,031+32.5% | $6,560+62.2% | $12,309-13.6% |