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 | $96,011 | $109,817-12.6% | $98,442-2.5% | $167,490-42.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 28.25% | 1956.69%-1928.4pp | 1492.73%-1464.5pp | 478.56%-450.3pp |
| Employer contribution / active EE | $2,457 | $3,224-23.8% | $2,960-17.0% | $4,837-49.2% |
| Participant deferral / active EE | $3,541 | $4,673-24.2% | $4,276-17.2% | $6,341-44.2% |
| Admin fee / account holder | $1,248 | $6,753-81.5% | $5,949-79.0% | $12,309-89.9% |