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 | $18,240 | $105,998-82.8% | $92,233-80.2% | $147,584-87.6% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 18.31% | 50.05%-31.7pp | 176.28%-158.0pp | 578.55%-560.2pp |
| Employer contribution / active EE | $3,323 | $4,333-23.3% | $3,679-9.7% | $4,876-31.9% |
| Participant deferral / active EE | $5,360 | $4,478+19.7% | $3,897+37.6% | $5,439-1.4% |
| Admin fee / account holder | $966 | $6,332-84.7% | $5,194-81.4% | $10,885-91.1% |