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 | $58,248 | $70,756-17.7% | $65,493-11.1% | $142,382-59.1% |
| Participation rate | 94.4% | 77.4%+17.1pp | 73.1%+21.4pp | 80.1%+14.3pp |
| Annual return | 16.46% | 1754.89%-1738.4pp | 982.45%-966.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $832 | $2,881-71.1% | $2,574-67.7% | $4,299-80.7% |
| Participant deferral / active EE | $886 | $4,637-80.9% | $3,961-77.6% | $6,507-86.4% |
| Admin fee / account holder | $804 | $6,559-87.7% | $5,028-84.0% | $12,624-93.6% |