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 | $76,923 | $100,852-23.7% | $90,404-14.9% | $158,922-51.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 18.95% | 1724.20%-1705.3pp | 1293.02%-1274.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $783 | $3,689-78.8% | $3,262-76.0% | $4,761-83.6% |
| Participant deferral / active EE | $2,051 | $4,348-52.8% | $3,963-48.3% | $5,982-65.7% |
| Admin fee / account holder | $10,041 | $6,501+54.5% | $5,611+79.0% | $11,246-10.7% |