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 | $31,313 | $124,281-74.8% | $109,143-71.3% | $167,490-81.3% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 198.82% | 26.04%+172.8pp | 25.75%+173.1pp | 478.56%-279.7pp |
| Employer contribution / active EE | $2,921 | $4,207-30.6% | $3,722-21.5% | $4,837-39.6% |
| Participant deferral / active EE | $6,275 | $5,255+19.4% | $4,653+34.9% | $6,341-1.0% |
| Admin fee / account holder | $793 | $7,970-90.1% | $6,752-88.3% | $12,309-93.6% |