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 | $32,571 | $72,400-55.0% | $67,502-51.7% | $145,922-77.7% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 16.12% | 7182.46%-7166.3pp | 3512.12%-3496.0pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,367 | $3,069+42.3% | $2,731+59.9% | $4,660-6.3% |
| Participant deferral / active EE | $6,193 | $4,783+29.5% | $4,000+54.8% | $6,688-7.4% |
| Admin fee / account holder | $8,104 | $5,539+46.3% | $3,998+102.7% | $13,397-39.5% |