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 | $42,146 | $100,852-58.2% | $90,404-53.4% | $158,922-73.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 7.78% | 1724.20%-1716.4pp | 1293.02%-1285.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,958 | $3,689-19.8% | $3,262-9.3% | $4,761-37.9% |
| Participant deferral / active EE | $3,254 | $4,348-25.2% | $3,963-17.9% | $5,982-45.6% |
| Admin fee / account holder | $352 | $6,501-94.6% | $5,611-93.7% | $11,246-96.9% |