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 | $44,006 | $109,817-59.9% | $98,442-55.3% | $167,490-73.7% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 35.30% | 1956.69%-1921.4pp | 1492.73%-1457.4pp | 478.56%-443.3pp |
| Employer contribution / active EE | $295 | $3,224-90.8% | $2,960-90.0% | $4,837-93.9% |
| Participant deferral / active EE | $2,631 | $4,673-43.7% | $4,276-38.5% | $6,341-58.5% |
| Admin fee / account holder | $458 | $6,753-93.2% | $5,949-92.3% | $12,309-96.3% |