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 | $30,445 | $102,604-70.3% | $86,188-64.7% | $139,434-78.2% |
| Participation rate | 77.3% | 74.5%+2.8pp | 69.0%+8.3pp | 80.3%-3.0pp |
| Annual return | 13.73% | 1922.51%-1908.8pp | 1168.45%-1154.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,599 | $3,032-47.3% | $2,380-32.8% | $4,751-66.3% |
| Participant deferral / active EE | $3,095 | $4,676-33.8% | $3,985-22.3% | $6,710-53.9% |
| Admin fee / account holder | $971 | $8,657-88.8% | $6,852-85.8% | $11,403-91.5% |