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 | $33,716 | $185,200-81.8% | $142,863-76.4% | $167,490-79.9% |
| Participation rate | 85.7% | 78.4%+7.3pp | 71.9%+13.8pp | 82.1%+3.6pp |
| Annual return | 14.93% | 8555.70%-8540.8pp | 5637.54%-5622.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,967 | $5,604-47.1% | $4,144-28.4% | $4,837-38.7% |
| Participant deferral / active EE | $3,100 | $4,494-31.0% | $3,837-19.2% | $6,341-51.1% |
| Admin fee / account holder | $24,337 | $8,031+203.0% | $6,560+271.0% | $12,309+97.7% |