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 | $52,650 | $111,724-52.9% | $93,606-43.8% | $145,922-63.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 19.34% | 202.98%-183.6pp | 133.20%-113.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,745 | $3,090+21.2% | $2,420+54.8% | $4,660-19.6% |
| Participant deferral / active EE | $10,784 | $4,912+119.6% | $4,411+144.5% | $6,688+61.3% |
| Admin fee / account holder | $724 | $10,250-92.9% | $8,285-91.3% | $13,397-94.6% |