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 | $75,334 | $109,817-31.4% | $98,442-23.5% | $167,490-55.0% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 11.16% | 1956.69%-1945.5pp | 1492.73%-1481.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $5,186 | $3,224+60.9% | $2,960+75.2% | $4,837+7.2% |
| Participant deferral / active EE | $2,278 | $4,673-51.3% | $4,276-46.7% | $6,341-64.1% |
| Admin fee / account holder | $768 | $6,753-88.6% | $5,949-87.1% | $12,309-93.8% |