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 | $16,872 | $70,756-76.2% | $65,493-74.2% | $142,382-88.2% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 17.57% | 1754.89%-1737.3pp | 982.45%-964.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,267 | $2,881-56.0% | $2,574-50.8% | $4,299-70.5% |
| Participant deferral / active EE | $2,646 | $4,637-42.9% | $3,961-33.2% | $6,507-59.3% |
| Admin fee / account holder | $366 | $6,559-94.4% | $5,028-92.7% | $12,624-97.1% |