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 | $40,263 | $88,751-54.6% | $81,812-50.8% | $145,922-72.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 27.82% | 1025.40%-997.6pp | 773.79%-746.0pp | 561.29%-533.5pp |
| Employer contribution / active EE | $2,470 | $3,083-19.9% | $2,912-15.2% | $4,660-47.0% |
| Participant deferral / active EE | $3,767 | $4,643-18.9% | $4,319-12.8% | $6,688-43.7% |
| Admin fee / account holder | $455 | $8,415-94.6% | $7,386-93.8% | $13,397-96.6% |