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 5-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 | $31,510 | $68,097-53.7% | $62,929-49.9% | $137,256-77.0% |
| Participation rate | 70.6% | 77.4%-6.9pp | 73.1%-2.5pp | 80.0%-9.4pp |
| Annual return | 19.63% | 1859.11%-1839.5pp | 1063.93%-1044.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,530 | $2,811-45.6% | $2,505-38.9% | $4,156-63.2% |
| Participant deferral / active EE | $3,763 | $4,553-17.3% | $3,888-3.2% | $6,407-41.3% |
| Admin fee / account holder | $1,184 | $6,521-81.8% | $5,065-76.6% | $12,270-90.4% |