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 | $21,328 | $169,032-87.4% | $129,207-83.5% | $145,922-85.4% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 11.89% | 14330.11%-14318.2pp | 9417.33%-9405.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $704 | $5,537-87.3% | $4,153-83.0% | $4,660-84.9% |
| Participant deferral / active EE | $1,408 | $4,987-71.8% | $4,168-66.2% | $6,688-78.9% |
| Admin fee / account holder | $1,315 | $9,954-86.8% | $7,715-83.0% | $13,397-90.2% |