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 | $28,581 | $99,020-71.1% | $86,590-67.0% | $147,584-80.6% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 11.23% | 1312.34%-1301.1pp | 964.84%-953.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,194 | $3,132-61.9% | $2,839-57.9% | $4,876-75.5% |
| Participant deferral / active EE | $1,595 | $3,972-59.9% | $3,609-55.8% | $5,439-70.7% |
| Admin fee / account holder | $3,091 | $5,710-45.9% | $4,906-37.0% | $10,885-71.6% |