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 | $14,855 | $109,817-86.5% | $98,442-84.9% | $167,490-91.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 13.88% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $974 | $3,224-69.8% | $2,960-67.1% | $4,837-79.9% |
| Participant deferral / active EE | $1,554 | $4,673-66.8% | $4,276-63.7% | $6,341-75.5% |
| Admin fee / account holder | $1,729 | $6,753-74.4% | $5,949-70.9% | $12,309-86.0% |