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 | $87,422 | $109,817-20.4% | $98,442-11.2% | $167,490-47.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 20.91% | 1956.69%-1935.8pp | 1492.73%-1471.8pp | 478.56%-457.6pp |
| Employer contribution / active EE | $1,975 | $3,224-38.7% | $2,960-33.3% | $4,837-59.2% |
| Participant deferral / active EE | $4,302 | $4,673-7.9% | $4,276+0.6% | $6,341-32.2% |
| Admin fee / account holder | $1,104 | $6,753-83.7% | $5,949-81.4% | $12,309-91.0% |