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 | $32,642 | $70,756-53.9% | $65,493-50.2% | $142,382-77.1% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 13.22% | 1754.89%-1741.7pp | 982.45%-969.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $957 | $2,881-66.8% | $2,574-62.8% | $4,299-77.7% |
| Participant deferral / active EE | $1,237 | $4,637-73.3% | $3,961-68.8% | $6,507-81.0% |
| Admin fee / account holder | $1,183 | $6,559-82.0% | $5,028-76.5% | $12,624-90.6% |