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 | $57,134 | $99,020-42.3% | $86,590-34.0% | $147,584-61.3% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 9.14% | 1312.34%-1303.2pp | 964.84%-955.7pp | 578.55%-569.4pp |
| Employer contribution / active EE | $2,857 | $3,132-8.8% | $2,839+0.6% | $4,876-41.4% |
| Participant deferral / active EE | $1,239 | $3,972-68.8% | $3,609-65.7% | $5,439-77.2% |
| Admin fee / account holder | $9,734 | $5,710+70.5% | $4,906+98.4% | $10,885-10.6% |