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 | $28,887 | $99,020-70.8% | $86,590-66.6% | $147,584-80.4% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 17.63% | 1312.34%-1294.7pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,759 | $3,132-43.8% | $2,839-38.0% | $4,876-63.9% |
| Participant deferral / active EE | $4,955 | $3,972+24.7% | $3,609+37.3% | $5,439-8.9% |
| Admin fee / account holder | $3,178 | $5,710-44.4% | $4,906-35.2% | $10,885-70.8% |