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 | $17,055 | $202,432-91.6% | $169,368-89.9% | $139,434-87.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.61% | 531.74%-514.1pp | 405.60%-388.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,234 | $4,692-73.7% | $4,013-69.2% | $4,751-74.0% |
| Participant deferral / active EE | $1,723 | $6,938-75.2% | $6,221-72.3% | $6,710-74.3% |
| Admin fee / account holder | $932 | $10,708-91.3% | $9,003-89.7% | $11,403-91.8% |