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 | $30,686 | $99,020-69.0% | $86,590-64.6% | $147,584-79.2% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 36.57% | 1312.34%-1275.8pp | 964.84%-928.3pp | 578.55%-542.0pp |
| Employer contribution / active EE | $2,001 | $3,132-36.1% | $2,839-29.5% | $4,876-59.0% |
| Participant deferral / active EE | $3,192 | $3,972-19.6% | $3,609-11.5% | $5,439-41.3% |
| Admin fee / account holder | $3,192 | $5,710-44.1% | $4,906-34.9% | $10,885-70.7% |