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 | $18,908 | $73,515-74.3% | $62,995-70.0% | $147,584-87.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 22.77% | 175.43%-152.7pp | 87.57%-64.8pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,641 | $3,320-20.5% | $2,759-4.3% | $4,876-45.8% |
| Participant deferral / active EE | $5,146 | $4,185+23.0% | $3,329+54.6% | $5,439-5.4% |
| Admin fee / account holder | $557 | $5,953-90.7% | $3,600-84.5% | $10,885-94.9% |