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 3-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 | $24,936 | $88,751-71.9% | $81,812-69.5% | $145,922-82.9% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 27.08% | 1025.40%-998.3pp | 773.79%-746.7pp | 561.29%-534.2pp |
| Employer contribution / active EE | $1,131 | $3,083-63.3% | $2,912-61.2% | $4,660-75.7% |
| Participant deferral / active EE | $5,548 | $4,643+19.5% | $4,319+28.5% | $6,688-17.0% |
| Admin fee / account holder | $888 | $8,415-89.5% | $7,386-88.0% | $13,397-93.4% |