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 | $18,062 | $48,795-63.0% | $65,493-72.4% | $84,808-78.7% |
| Participation rate | 96.7% | 67.0%+29.7pp | 73.1%+23.6pp | 68.3%+28.4pp |
| Annual return | 14.89% | 20.20%-5.3pp | 982.45%-967.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $902 | $1,930-53.3% | $2,574-65.0% | $2,631-65.7% |
| Participant deferral / active EE | $973 | $2,928-66.8% | $3,961-75.4% | $4,212-76.9% |
| Admin fee / account holder | $978 | $3,877-74.8% | $5,028-80.6% | $7,344-86.7% |