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 | $18,707 | $99,020-81.1% | $86,590-78.4% | $147,584-87.3% |
| Participation rate | 85.0% | 76.3%+8.7pp | 73.5%+11.5pp | 82.8%+2.2pp |
| Annual return | 21.19% | 1312.34%-1291.1pp | 964.84%-943.6pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,578 | $3,132-17.7% | $2,839-9.2% | $4,876-47.1% |
| Participant deferral / active EE | $2,675 | $3,972-32.6% | $3,609-25.9% | $5,439-50.8% |
| Admin fee / account holder | $603 | $5,710-89.4% | $4,906-87.7% | $10,885-94.5% |