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 | $24,506 | $68,097-64.0% | $62,929-61.1% | $137,256-82.1% |
| Participation rate | 95.2% | 77.4%+17.8pp | 73.1%+22.1pp | 80.0%+15.3pp |
| Annual return | 13.69% | 1859.11%-1845.4pp | 1063.93%-1050.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $933 | $2,811-66.8% | $2,505-62.8% | $4,156-77.6% |
| Participant deferral / active EE | $2,655 | $4,553-41.7% | $3,888-31.7% | $6,407-58.6% |
| Admin fee / account holder | $1,192 | $6,521-81.7% | $5,065-76.5% | $12,270-90.3% |