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 8-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 | $18,277 | $149,040-87.7% | $120,225-84.8% | $137,256-86.7% |
| Participation rate | 73.7% | 75.4%-1.7pp | 69.6%+4.1pp | 80.0%-6.3pp |
| Annual return | 10.49% | 605.68%-595.2pp | 439.23%-428.7pp | 220.34%-209.9pp |
| Employer contribution / active EE | $419 | $4,350-90.4% | $3,475-87.9% | $4,156-89.9% |
| Participant deferral / active EE | $678 | $4,655-85.4% | $3,999-83.1% | $6,407-89.4% |
| Admin fee / account holder | $1,179 | $6,348-81.4% | $5,696-79.3% | $12,270-90.4% |