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 | $33,789 | $76,738-56.0% | $56,411-40.1% | $145,922-76.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 10.37% | 2994.23%-2983.9pp | 1701.33%-1691.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,107 | $1,380+52.7% | $1,039+102.9% | $4,660-54.8% |
| Participant deferral / active EE | $2,774 | $2,623+5.8% | $1,952+42.1% | $6,688-58.5% |
| Admin fee / account holder | $2,990 | $3,334-10.3% | $2,829+5.7% | $13,397-77.7% |