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 | $17,928 | $100,852-82.2% | $90,404-80.2% | $158,922-88.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 29.42% | 1724.20%-1694.8pp | 1293.02%-1263.6pp | 302.83%-273.4pp |
| Employer contribution / active EE | $1,263 | $3,689-65.8% | $3,262-61.3% | $4,761-73.5% |
| Participant deferral / active EE | $1,683 | $4,348-61.3% | $3,963-57.5% | $5,982-71.9% |
| Admin fee / account holder | $2,040 | $6,501-68.6% | $5,611-63.6% | $11,246-81.9% |