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 | $15,567 | $190,805-91.8% | $159,960-90.3% | $134,475-88.4% |
| Participation rate | 88.2% | 81.9%+6.3pp | 78.0%+10.3pp | 81.2%+7.0pp |
| Annual return | 4.29% | 552.23%-547.9pp | 408.60%-404.3pp | 417.96%-413.7pp |
| Employer contribution / active EE | $1,596 | $4,995-68.0% | $4,226-62.2% | $4,740-66.3% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $696 | $10,471-93.4% | $8,698-92.0% | $11,426-93.9% |