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 | $36,777 | $99,020-62.9% | $86,590-57.5% | $147,584-75.1% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 15.49% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.1pp |
| Employer contribution / active EE | $780 | $3,132-75.1% | $2,839-72.5% | $4,876-84.0% |
| Participant deferral / active EE | $1,263 | $3,972-68.2% | $3,609-65.0% | $5,439-76.8% |
| Admin fee / account holder | $2,201 | $5,710-61.5% | $4,906-55.1% | $10,885-79.8% |