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 | $16,752 | $99,020-83.1% | $86,590-80.7% | $147,584-88.6% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 10.65% | 1312.34%-1301.7pp | 964.84%-954.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $755 | $3,132-75.9% | $2,839-73.4% | $4,876-84.5% |
| Participant deferral / active EE | $3,973 | $3,9720% | $3,609+10.1% | $5,439-27.0% |
| Admin fee / account holder | $1,076 | $5,710-81.2% | $4,906-78.1% | $10,885-90.1% |