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 | $40,774 | $96,305-57.7% | $80,569-49.4% | $139,434-70.8% |
| Participation rate | 86.7% | 73.6%+13.0pp | 67.0%+19.7pp | 80.3%+6.3pp |
| Annual return | 16.25% | 1350.08%-1333.8pp | 935.43%-919.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,997 | $3,262-38.8% | $2,723-26.7% | $4,751-58.0% |
| Participant deferral / active EE | $4,615 | $5,232-11.8% | $4,447+3.8% | $6,710-31.2% |
| Admin fee / account holder | $596 | $6,599-91.0% | $5,377-88.9% | $11,403-94.8% |