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 | $37,117 | $100,852-63.2% | $90,404-58.9% | $158,922-76.6% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 21.59% | 1724.20%-1702.6pp | 1293.02%-1271.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,068 | $3,689-71.1% | $3,262-67.3% | $4,761-77.6% |
| Participant deferral / active EE | $1,973 | $4,348-54.6% | $3,963-50.2% | $5,982-67.0% |
| Admin fee / account holder | $4,784 | $6,501-26.4% | $5,611-14.7% | $11,246-57.5% |