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 5-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 | $13,239 | $70,756-81.3% | $65,493-79.8% | $142,382-90.7% |
| Participation rate | 84.2% | 77.4%+6.8pp | 73.1%+11.1pp | 80.1%+4.1pp |
| Annual return | 17.29% | 1754.89%-1737.6pp | 982.45%-965.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $955 | $2,881-66.8% | $2,574-62.9% | $4,299-77.8% |
| Participant deferral / active EE | $1,661 | $4,637-64.2% | $3,961-58.1% | $6,507-74.5% |
| Admin fee / account holder | $495 | $6,559-92.5% | $5,028-90.2% | $12,624-96.1% |