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 | $26,952 | $102,966-73.8% | $90,281-70.1% | $152,861-82.4% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 21.57% | 95.16%-73.6pp | 78.10%-56.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $918 | $3,139-70.7% | $2,854-67.8% | $4,762-80.7% |
| Participant deferral / active EE | $3,802 | $4,281-11.2% | $3,885-2.1% | $5,850-35.0% |
| Admin fee / account holder | $382 | $6,171-93.8% | $5,351-92.9% | $11,596-96.7% |