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 | $25,037 | $76,738-67.4% | $56,411-55.6% | $145,922-82.8% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.4pp | 80.3%+1.5pp |
| Annual return | 13.39% | 2994.23%-2980.8pp | 1701.33%-1687.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,795 | $1,380+30.1% | $1,039+72.8% | $4,660-61.5% |
| Participant deferral / active EE | $2,699 | $2,623+2.9% | $1,952+38.3% | $6,688-59.6% |
| Admin fee / account holder | $2,668 | $3,334-20.0% | $2,829-5.7% | $13,397-80.1% |