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 | $8,180 | $96,305-91.5% | $80,569-89.8% | $139,434-94.1% |
| Participation rate | 95.5% | 73.6%+21.8pp | 67.0%+28.5pp | 80.3%+15.1pp |
| Annual return | 16.27% | 1350.08%-1333.8pp | 935.43%-919.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,197 | $3,262-63.3% | $2,723-56.0% | $4,751-74.8% |
| Participant deferral / active EE | $1,694 | $5,232-67.6% | $4,447-61.9% | $6,710-74.8% |
| Admin fee / account holder | $1,410 | $6,599-78.6% | $5,377-73.8% | $11,403-87.6% |