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 | $38,901 | $67,823-42.6% | $52,425-25.8% | $137,256-71.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.36% | 219.11%-200.7pp | 302.12%-283.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,730 | $1,163+48.8% | $914+89.3% | $4,156-58.4% |
| Participant deferral / active EE | $4,811 | $2,288+110.3% | $1,790+168.7% | $6,407-24.9% |
| Admin fee / account holder | $1,852 | $2,844-34.9% | $2,495-25.8% | $12,270-84.9% |