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 | $56,137 | $99,020-43.3% | $86,590-35.2% | $147,584-62.0% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 16.97% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,868 | $3,132-8.4% | $2,839+1.0% | $4,876-41.2% |
| Participant deferral / active EE | $6,864 | $3,972+72.8% | $3,609+90.2% | $5,439+26.2% |
| Admin fee / account holder | $1,928 | $5,710-66.2% | $4,906-60.7% | $10,885-82.3% |