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 | $58,587 | $102,604-42.9% | $86,188-32.0% | $139,434-58.0% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.0%+25.2pp | 80.3%+13.8pp |
| Annual return | 14.89% | 1922.51%-1907.6pp | 1168.45%-1153.6pp | 372.94%-358.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,135 | $4,676-75.7% | $3,985-71.5% | $6,710-83.1% |
| Admin fee / account holder | $2,966 | $8,657-65.7% | $6,852-56.7% | $11,403-74.0% |