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 | $48,718 | $176,662-72.4% | $130,648-62.7% | $152,861-68.1% |
| Participation rate | 88.9% | 79.0%+9.9pp | 71.7%+17.1pp | 82.4%+6.4pp |
| Annual return | 13.19% | 2692.24%-2679.1pp | 1708.96%-1695.8pp | 345.32%-332.1pp |
| Employer contribution / active EE | $3,181 | $5,742-44.6% | $4,092-22.3% | $4,762-33.2% |
| Participant deferral / active EE | $6,946 | $4,361+59.3% | $3,603+92.8% | $5,850+18.7% |
| Admin fee / account holder | $324 | $7,133-95.5% | $5,464-94.1% | $11,596-97.2% |