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 | $8,092 | $72,400-88.8% | $67,502-88.0% | $145,922-94.5% |
| Participation rate | 95.8% | 76.9%+19.0pp | 72.9%+23.0pp | 80.3%+15.6pp |
| Annual return | 14.09% | 7182.46%-7168.4pp | 3512.12%-3498.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $885 | $4,783-81.5% | $4,000-77.9% | $6,688-86.8% |
| Admin fee / account holder | $1,634 | $5,539-70.5% | $3,998-59.1% | $13,397-87.8% |