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 | $30,419 | $93,571-67.5% | $135,903-77.6% | $75,163-59.5% |
| Participation rate | 81.1% | 75.2%+5.9pp | 81.9%-0.8pp | 67.2%+13.9pp |
| Annual return | 51.98% | 30.90%+21.1pp | 68.23%-16.2pp | 160.62%-108.6pp |
| Employer contribution / active EE | $2,159 | $3,537-39.0% | $4,856-55.5% | $2,670-19.1% |
| Participant deferral / active EE | $6,984 | $6,404+9.1% | $7,758-10.0% | $4,125+69.3% |
| Admin fee / account holder | $370 | $6,975-94.7% | $10,762-96.6% | $5,651-93.5% |