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 | $16,411 | $90,600-81.9% | $79,464-79.3% | $135,375-87.9% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | 15.41% | 977.43%-962.0pp | 718.14%-702.7pp | 519.73%-504.3pp |
| Employer contribution / active EE | $1,667 | $3,068-45.7% | $2,800-40.5% | $4,779-65.1% |
| Participant deferral / active EE | $2,829 | $4,050-30.1% | $3,704-23.6% | $5,609-49.6% |
| Admin fee / account holder | $1,105 | $5,907-81.3% | $5,113-78.4% | $10,827-89.8% |