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 | $54,116 | $156,846-65.5% | $121,098-55.3% | $139,434-61.2% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 20.37% | 1474.56%-1454.2pp | 985.75%-965.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $704 | $5,536-87.3% | $4,164-83.1% | $4,751-85.2% |
| Participant deferral / active EE | $1,162 | $4,844-76.0% | $4,080-71.5% | $6,710-82.7% |
| Admin fee / account holder | $1,462 | $6,946-79.0% | $5,644-74.1% | $11,403-87.2% |