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 | $56,892 | $176,662-67.8% | $130,648-56.5% | $152,861-62.8% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.4%+0.9pp |
| Annual return | 22.27% | 2692.24%-2670.0pp | 1708.96%-1686.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,610 | $5,742-37.1% | $4,092-11.8% | $4,762-24.2% |
| Participant deferral / active EE | $6,724 | $4,361+54.2% | $3,603+86.6% | $5,850+14.9% |
| Admin fee / account holder | $6,438 | $7,133-9.7% | $5,464+17.8% | $11,596-44.5% |