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 | $27,504 | $104,486-73.7% | $76,817-64.2% | $152,861-82.0% |
| Participation rate | 82.4% | 76.6%+5.8pp | 72.1%+10.3pp | 82.4%-0.1pp |
| Annual return | 14.25% | 1013.37%-999.1pp | 1166.11%-1151.9pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,043 | $3,116-66.5% | $2,302-54.7% | $4,762-78.1% |
| Participant deferral / active EE | $1,327 | $4,236-68.7% | $3,336-60.2% | $5,850-77.3% |
| Admin fee / account holder | $703 | $12,275-94.3% | $6,420-89.0% | $11,596-93.9% |