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 | $31,820 | $100,852-68.4% | $90,404-64.8% | $158,922-80.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 21.94% | 1724.20%-1702.3pp | 1293.02%-1271.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,558 | $3,689-57.8% | $3,262-52.2% | $4,761-67.3% |
| Participant deferral / active EE | $1,967 | $4,348-54.8% | $3,963-50.4% | $5,982-67.1% |
| Admin fee / account holder | $4,231 | $6,501-34.9% | $5,611-24.6% | $11,246-62.4% |