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 | $17,909 | $99,020-81.9% | $86,590-79.3% | $147,584-87.9% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 10.12% | 1312.34%-1302.2pp | 964.84%-954.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,285 | $3,132-27.0% | $2,839-19.5% | $4,876-53.1% |
| Participant deferral / active EE | $1,882 | $3,972-52.6% | $3,609-47.9% | $5,439-65.4% |
| Admin fee / account holder | $2,592 | $5,710-54.6% | $4,906-47.2% | $10,885-76.2% |