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 | $14,409 | $65,409-78.0% | $98,442-85.4% | $85,850-83.2% |
| Participation rate | 90.7% | 65.0%+25.7pp | 73.3%+17.4pp | 69.3%+21.4pp |
| Annual return | 21.48% | 21.76%-0.3pp | 1492.73%-1471.2pp | 318.53%-297.1pp |
| Employer contribution / active EE | $1,041 | $2,168-52.0% | $2,960-64.8% | $2,565-59.4% |
| Participant deferral / active EE | $1,560 | $3,166-50.7% | $4,276-63.5% | $3,952-60.5% |
| Admin fee / account holder | $1,419 | $4,593-69.1% | $5,949-76.1% | $6,260-77.3% |