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 | $9,336 | $109,817-91.5% | $98,442-90.5% | $167,490-94.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 13.30% | 1956.69%-1943.4pp | 1492.73%-1479.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,156 | $3,224-64.1% | $2,960-60.9% | $4,837-76.1% |
| Participant deferral / active EE | $1,465 | $4,673-68.7% | $4,276-65.8% | $6,341-76.9% |
| Admin fee / account holder | $579 | $6,753-91.4% | $5,949-90.3% | $12,309-95.3% |