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 | $24,663 | $99,020-75.1% | $86,590-71.5% | $147,584-83.3% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 16.62% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,534 | $3,132-51.0% | $2,839-46.0% | $4,876-68.5% |
| Participant deferral / active EE | $4,729 | $3,972+19.0% | $3,609+31.0% | $5,439-13.1% |
| Admin fee / account holder | $542 | $5,710-90.5% | $4,906-88.9% | $10,885-95.0% |