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 | $56,440 | $109,817-48.6% | $98,442-42.7% | $167,490-66.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 13.00% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,367 | $3,224-26.6% | $2,960-20.0% | $4,837-51.1% |
| Participant deferral / active EE | $3,270 | $4,673-30.0% | $4,276-23.5% | $6,341-48.4% |
| Admin fee / account holder | $19,191 | $6,753+184.2% | $5,949+222.6% | $12,309+55.9% |