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 | $37,828 | $109,817-65.6% | $98,442-61.6% | $167,490-77.4% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 26.03% | 1956.69%-1930.7pp | 1492.73%-1466.7pp | 478.56%-452.5pp |
| Employer contribution / active EE | $3,784 | $3,224+17.4% | $2,960+27.9% | $4,837-21.8% |
| Participant deferral / active EE | $9,717 | $4,673+107.9% | $4,276+127.2% | $6,341+53.2% |
| Admin fee / account holder | $8,218 | $6,753+21.7% | $5,949+38.1% | $12,309-33.2% |