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 | $11,962 | $96,305-87.6% | $80,569-85.2% | $139,434-91.4% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 1232.12% | 1350.08%-118.0pp | 935.43%+296.7pp | 372.94%+859.2pp |
| Employer contribution / active EE | $415 | $3,262-87.3% | $2,723-84.8% | $4,751-91.3% |
| Participant deferral / active EE | $1,759 | $5,232-66.4% | $4,447-60.5% | $6,710-73.8% |
| Admin fee / account holder | $14,339 | $6,599+117.3% | $5,377+166.7% | $11,403+25.8% |