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 | $31,377 | $99,020-68.3% | $86,590-63.8% | $147,584-78.7% |
| Participation rate | 81.3% | 76.3%+4.9pp | 73.5%+7.7pp | 82.8%-1.6pp |
| Annual return | 16.53% | 1312.34%-1295.8pp | 964.84%-948.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $645 | $3,132-79.4% | $2,839-77.3% | $4,876-86.8% |
| Participant deferral / active EE | $2,671 | $3,972-32.8% | $3,609-26.0% | $5,439-50.9% |
| Admin fee / account holder | $822 | $5,710-85.6% | $4,906-83.2% | $10,885-92.4% |