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 | $18,464 | $88,751-79.2% | $81,812-77.4% | $145,922-87.3% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.3%+22.9pp | 80.3%+15.0pp |
| Annual return | 13.27% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $944 | $3,083-69.4% | $2,912-67.6% | $4,660-79.7% |
| Participant deferral / active EE | $1,073 | $4,643-76.9% | $4,319-75.2% | $6,688-84.0% |
| Admin fee / account holder | $748 | $8,415-91.1% | $7,386-89.9% | $13,397-94.4% |