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 | $63,719 | $100,852-36.8% | $90,404-29.5% | $158,922-59.9% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 17.21% | 1724.20%-1707.0pp | 1293.02%-1275.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,414 | $3,689-34.6% | $3,262-26.0% | $4,761-49.3% |
| Participant deferral / active EE | $3,055 | $4,348-29.7% | $3,963-22.9% | $5,982-48.9% |
| Admin fee / account holder | $1,842 | $6,501-71.7% | $5,611-67.2% | $11,246-83.6% |