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 | $23,635 | $81,625-71.0% | $58,482-59.6% | $139,434-83.0% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 13.98% | 7404.20%-7390.2pp | 4239.32%-4225.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $869 | $1,398-37.8% | $1,053-17.5% | $4,751-81.7% |
| Participant deferral / active EE | $512 | $2,557-80.0% | $1,924-73.4% | $6,710-92.4% |
| Admin fee / account holder | $3,675 | $3,265+12.6% | $2,516+46.1% | $11,403-67.8% |