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 | $27,202 | $72,400-62.4% | $67,502-59.7% | $145,922-81.4% |
| Participation rate | 94.7% | 76.9%+17.9pp | 72.9%+21.9pp | 80.3%+14.5pp |
| Annual return | 15.37% | 7182.46%-7167.1pp | 3512.12%-3496.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $5,036 | $3,069+64.1% | $2,731+84.4% | $4,660+8.1% |
| Participant deferral / active EE | $3,557 | $4,783-25.6% | $4,000-11.1% | $6,688-46.8% |
| Admin fee / account holder | $1,546 | $5,539-72.1% | $3,998-61.3% | $13,397-88.5% |