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 | $34,944 | $100,852-65.4% | $90,404-61.3% | $158,922-78.0% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 16.61% | 1724.20%-1707.6pp | 1293.02%-1276.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,173 | $3,689-41.1% | $3,262-33.4% | $4,761-54.4% |
| Participant deferral / active EE | $5,317 | $4,348+22.3% | $3,963+34.1% | $5,982-11.1% |
| Admin fee / account holder | $842 | $6,501-87.0% | $5,611-85.0% | $11,246-92.5% |