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 | $15,653 | $72,400-78.4% | $67,502-76.8% | $145,922-89.3% |
| Participation rate | 95.5% | 76.9%+18.6pp | 72.9%+22.6pp | 80.3%+15.2pp |
| Annual return | 12.79% | 7182.46%-7169.7pp | 3512.12%-3499.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,083 | $3,069-64.7% | $2,731-60.3% | $4,660-76.8% |
| Participant deferral / active EE | $2,633 | $4,783-44.9% | $4,000-34.2% | $6,688-60.6% |
| Admin fee / account holder | $312 | $5,539-94.4% | $3,998-92.2% | $13,397-97.7% |