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 | $10,569 | $100,852-89.5% | $90,404-88.3% | $158,922-93.3% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.7%+9.7pp | 82.0%+0.4pp |
| Annual return | 12.69% | 1724.20%-1711.5pp | 1293.02%-1280.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,000 | $3,689-45.8% | $3,262-38.7% | $4,761-58.0% |
| Participant deferral / active EE | $1,250 | $4,348-71.3% | $3,963-68.5% | $5,982-79.1% |
| Admin fee / account holder | $2,192 | $6,501-66.3% | $5,611-60.9% | $11,246-80.5% |