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 | $57,189 | $99,020-42.2% | $86,590-34.0% | $147,584-61.2% |
| Participation rate | 87.0% | 76.3%+10.6pp | 73.5%+13.4pp | 82.8%+4.1pp |
| Annual return | 15.55% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $624 | $3,132-80.1% | $2,839-78.0% | $4,876-87.2% |
| Participant deferral / active EE | $1,081 | $3,972-72.8% | $3,609-70.1% | $5,439-80.1% |
| Admin fee / account holder | $572 | $5,710-90.0% | $4,906-88.3% | $10,885-94.7% |