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 | $31,946 | $63,346-49.6% | $92,233-65.4% | $70,131-54.4% |
| Participation rate | 72.1% | 68.7%+3.4pp | 76.5%-4.4pp | 69.5%+2.6pp |
| Annual return | 22.21% | 530.12%-507.9pp | 176.28%-154.1pp | 73.14%-50.9pp |
| Employer contribution / active EE | $3,411 | $2,471+38.0% | $3,679-7.3% | $2,342+45.6% |
| Participant deferral / active EE | $7,784 | $2,854+172.7% | $3,897+99.7% | $3,332+133.6% |
| Admin fee / account holder | $933 | $3,840-75.7% | $5,194-82.0% | $4,645-79.9% |