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 | $30,189 | $175,202-82.8% | $149,673-79.8% | $139,434-78.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 29.12% | 166.71%-137.6pp | 134.42%-105.3pp | 372.94%-343.8pp |
| Employer contribution / active EE | $2,348 | $5,474-57.1% | $4,818-51.3% | $4,751-50.6% |
| Participant deferral / active EE | $7,236 | $6,519+11.0% | $5,680+27.4% | $6,710+7.8% |
| Admin fee / account holder | $377 | $16,150-97.7% | $13,210-97.1% | $11,403-96.7% |