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 | $30,416 | $96,305-68.4% | $80,569-62.2% | $139,434-78.2% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 16.10% | 1350.08%-1334.0pp | 935.43%-919.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,258 | $3,262-61.4% | $2,723-53.8% | $4,751-73.5% |
| Participant deferral / active EE | $7,168 | $5,232+37.0% | $4,447+61.2% | $6,710+6.8% |
| Admin fee / account holder | $1,190 | $6,599-82.0% | $5,377-77.9% | $11,403-89.6% |