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 | $28,910 | $109,817-73.7% | $98,442-70.6% | $167,490-82.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 32.48% | 1956.69%-1924.2pp | 1492.73%-1460.2pp | 478.56%-446.1pp |
| Employer contribution / active EE | $2,607 | $3,224-19.1% | $2,960-11.9% | $4,837-46.1% |
| Participant deferral / active EE | $1,148 | $4,673-75.4% | $4,276-73.2% | $6,341-81.9% |
| Admin fee / account holder | $3,977 | $6,753-41.1% | $5,949-33.1% | $12,309-67.7% |