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 | $24,066 | $90,348-73.4% | $75,972-68.3% | $145,922-83.5% |
| Participation rate | 73.9% | 74.5%-0.5pp | 69.1%+4.9pp | 80.3%-6.4pp |
| Annual return | 15.81% | 620.88%-605.1pp | 359.55%-343.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $762 | $3,311-77.0% | $2,685-71.6% | $4,660-83.6% |
| Participant deferral / active EE | $2,759 | $5,162-46.6% | $4,255-35.2% | $6,688-58.8% |
| Admin fee / account holder | $863 | $8,467-89.8% | $6,467-86.7% | $13,397-93.6% |