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 | $16,258 | $70,756-77.0% | $65,493-75.2% | $142,382-88.6% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 21.11% | 1754.89%-1733.8pp | 982.45%-961.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $968 | $2,881-66.4% | $2,574-62.4% | $4,299-77.5% |
| Participant deferral / active EE | $2,312 | $4,637-50.1% | $3,961-41.6% | $6,507-64.5% |
| Admin fee / account holder | $430 | $6,559-93.4% | $5,028-91.4% | $12,624-96.6% |