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 | $31,980 | $90,600-64.7% | $79,464-59.8% | $135,375-76.4% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | 10.29% | 977.43%-967.1pp | 718.14%-707.9pp | 519.73%-509.4pp |
| Employer contribution / active EE | $2,067 | $3,068-32.6% | $2,800-26.2% | $4,779-56.7% |
| Participant deferral / active EE | $4,014 | $4,050-0.9% | $3,704+8.4% | $5,609-28.4% |
| Admin fee / account holder | $301 | $5,907-94.9% | $5,113-94.1% | $10,827-97.2% |