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 | $15,913 | $72,400-78.0% | $67,502-76.4% | $145,922-89.1% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.6pp | 80.3%+14.2pp |
| Annual return | 15.91% | 7182.46%-7166.6pp | 3512.12%-3496.2pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,501 | $3,069-51.1% | $2,731-45.0% | $4,660-67.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $860 | $5,539-84.5% | $3,998-78.5% | $13,397-93.6% |