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 5-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 | $19,361 | $109,982-82.4% | $97,226-80.1% | $145,922-86.7% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 23.61% | 242.90%-219.3pp | 75.13%-51.5pp | 561.29%-537.7pp |
| Employer contribution / active EE | $2,661 | $3,084-13.7% | $2,729-2.5% | $4,660-42.9% |
| Participant deferral / active EE | $8,543 | $4,676+82.7% | $4,264+100.4% | $6,688+27.7% |
| Admin fee / account holder | $1,960 | $6,221-68.5% | $5,654-65.3% | $13,397-85.4% |