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 | $13,337 | $99,020-86.5% | $86,590-84.6% | $147,584-91.0% |
| Participation rate | 84.6% | 76.3%+8.3pp | 73.5%+11.1pp | 82.8%+1.8pp |
| Annual return | 60.22% | 1312.34%-1252.1pp | 964.84%-904.6pp | 578.55%-518.3pp |
| Employer contribution / active EE | $1,988 | $3,132-36.5% | $2,839-30.0% | $4,876-59.2% |
| Participant deferral / active EE | $2,361 | $3,972-40.6% | $3,609-34.6% | $5,439-56.6% |
| Admin fee / account holder | $1,406 | $5,710-75.4% | $4,906-71.3% | $10,885-87.1% |