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 | $15,973 | $99,020-83.9% | $86,590-81.6% | $147,584-89.2% |
| Participation rate | 89.5% | 76.3%+13.1pp | 73.5%+15.9pp | 82.8%+6.6pp |
| Annual return | 13.76% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,362 | $3,132-24.6% | $2,839-16.8% | $4,876-51.6% |
| Participant deferral / active EE | $2,672 | $3,972-32.7% | $3,609-26.0% | $5,439-50.9% |
| Admin fee / account holder | $1,300 | $5,710-77.2% | $4,906-73.5% | $10,885-88.1% |