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 | $26,447 | $93,571-71.7% | $135,903-80.5% | $75,163-64.8% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 55.24% | 30.90%+24.3pp | 68.23%-13.0pp | 160.62%-105.4pp |
| Employer contribution / active EE | $5,530 | $3,537+56.4% | $4,856+13.9% | $2,670+107.1% |
| Participant deferral / active EE | $12,165 | $6,404+90.0% | $7,758+56.8% | $4,125+194.9% |
| Admin fee / account holder | $1,334 | $6,975-80.9% | $10,762-87.6% | $5,651-76.4% |