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 8-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 | $20,235 | $70,756-71.4% | $65,493-69.1% | $142,382-85.8% |
| Participation rate | 94.1% | 77.4%+16.7pp | 73.1%+21.0pp | 80.1%+14.0pp |
| Annual return | 18.49% | 1754.89%-1736.4pp | 982.45%-964.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $858 | $2,881-70.2% | $2,574-66.7% | $4,299-80.0% |
| Participant deferral / active EE | $1,470 | $4,637-68.3% | $3,961-62.9% | $6,507-77.4% |
| Admin fee / account holder | $1,005 | $6,559-84.7% | $5,028-80.0% | $12,624-92.0% |