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 | $65,265 | $156,846-58.4% | $121,098-46.1% | $139,434-53.2% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 16.24% | 1474.56%-1458.3pp | 985.75%-969.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $966 | $5,536-82.6% | $4,164-76.8% | $4,751-79.7% |
| Participant deferral / active EE | $1,389 | $4,844-71.3% | $4,080-65.9% | $6,710-79.3% |
| Admin fee / account holder | $380 | $6,946-94.5% | $5,644-93.3% | $11,403-96.7% |