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 | $70,756-55.5% | $65,493-51.9% | $142,382-77.9% |
| Participation rate | 70.6% | 77.4%-6.8pp | 73.1%-2.5pp | 80.1%-9.5pp |
| Annual return | 19.63% | 1754.89%-1735.3pp | 982.45%-962.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,530 | $2,881-46.9% | $2,574-40.6% | $4,299-64.4% |
| Participant deferral / active EE | $3,763 | $4,637-18.8% | $3,961-5.0% | $6,507-42.2% |
| Admin fee / account holder | $1,184 | $6,559-82.0% | $5,028-76.5% | $12,624-90.6% |