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 5-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 | $12,529 | $180,749-93.1% | $160,784-92.2% | $137,256-90.9% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 18.57% | 2234.46%-2215.9pp | 1803.92%-1785.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,875 | $4,155-54.9% | $3,733-49.8% | $4,156-54.9% |
| Participant deferral / active EE | $2,084 | $6,844-69.5% | $6,293-66.9% | $6,407-67.5% |
| Admin fee / account holder | $966 | $10,397-90.7% | $9,717-90.1% | $12,270-92.1% |