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 3-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 | $18,436 | $102,604-82.0% | $86,188-78.6% | $139,434-86.8% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 23.89% | 1922.51%-1898.6pp | 1168.45%-1144.6pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,287 | $3,032-24.6% | $2,380-3.9% | $4,751-51.9% |
| Participant deferral / active EE | $3,122 | $4,676-33.2% | $3,985-21.7% | $6,710-53.5% |
| Admin fee / account holder | $880 | $8,657-89.8% | $6,852-87.2% | $11,403-92.3% |