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 | $27,749 | $99,020-72.0% | $86,590-68.0% | $147,584-81.2% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 14.38% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $437 | $3,132-86.0% | $2,839-84.6% | $4,876-91.0% |
| Participant deferral / active EE | $2,443 | $3,972-38.5% | $3,609-32.3% | $5,439-55.1% |
| Admin fee / account holder | $900 | $5,710-84.2% | $4,906-81.7% | $10,885-91.7% |