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 10-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 | $30,894 | $156,846-80.3% | $121,098-74.5% | $139,434-77.8% |
| Participation rate | 76.9% | 76.4%+0.5pp | 69.5%+7.4pp | 80.3%-3.4pp |
| Annual return | 21.97% | 1474.56%-1452.6pp | 985.75%-963.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,986 | $5,536-46.1% | $4,164-28.3% | $4,751-37.1% |
| Participant deferral / active EE | $3,112 | $4,844-35.8% | $4,080-23.7% | $6,710-53.6% |
| Admin fee / account holder | $4,198 | $6,946-39.6% | $5,644-25.6% | $11,403-63.2% |