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 | $28,048 | $76,738-63.4% | $56,411-50.3% | $145,922-80.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 9.70% | 2994.23%-2984.5pp | 1701.33%-1691.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,173 | $1,380+57.5% | $1,039+109.2% | $4,660-53.4% |
| Participant deferral / active EE | $1,563 | $2,623-40.4% | $1,952-19.9% | $6,688-76.6% |
| Admin fee / account holder | $1,841 | $3,334-44.8% | $2,829-34.9% | $13,397-86.3% |