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 | $70,756-65.4% | $65,493-62.6% | $142,382-82.8% |
| Participation rate | 95.2% | 77.4%+17.9pp | 73.1%+22.1pp | 80.1%+15.1pp |
| Annual return | 13.69% | 1754.89%-1741.2pp | 982.45%-968.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $933 | $2,881-67.6% | $2,574-63.8% | $4,299-78.3% |
| Participant deferral / active EE | $2,655 | $4,637-42.7% | $3,961-33.0% | $6,507-59.2% |
| Admin fee / account holder | $1,192 | $6,559-81.8% | $5,028-76.3% | $12,624-90.6% |