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 | $58,871 | $156,846-62.5% | $121,098-51.4% | $139,434-57.8% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 9.56% | 1474.56%-1465.0pp | 985.75%-976.2pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,003 | $5,536-81.9% | $4,164-75.9% | $4,751-78.9% |
| Participant deferral / active EE | $688 | $4,844-85.8% | $4,080-83.1% | $6,710-89.7% |
| Admin fee / account holder | $2,053 | $6,946-70.4% | $5,644-63.6% | $11,403-82.0% |