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 | $58,823 | $70,756-16.9% | $65,493-10.2% | $142,382-58.7% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 20.33% | 1754.89%-1734.6pp | 982.45%-962.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,887 | $2,881-34.5% | $2,574-26.7% | $4,299-56.1% |
| Participant deferral / active EE | $8,302 | $4,637+79.0% | $3,961+109.6% | $6,507+27.6% |
| Admin fee / account holder | $364 | $6,559-94.4% | $5,028-92.8% | $12,624-97.1% |