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 | $33,122 | $72,071-54.0% | $68,368-51.6% | $137,256-75.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.52% | 353.14%-334.6pp | 292.57%-274.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,239 | $2,788-55.5% | $2,649-53.2% | $4,156-70.2% |
| Participant deferral / active EE | $5,207 | $4,410+18.1% | $4,123+26.3% | $6,407-18.7% |
| Admin fee / account holder | $477 | $5,336-91.1% | $5,150-90.7% | $12,270-96.1% |