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 | $29,852 | $99,020-69.9% | $86,590-65.5% | $147,584-79.8% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 15.46% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $399 | $3,132-87.2% | $2,839-85.9% | $4,876-91.8% |
| Participant deferral / active EE | $868 | $3,972-78.1% | $3,609-75.9% | $5,439-84.0% |
| Admin fee / account holder | $1,292 | $5,710-77.4% | $4,906-73.7% | $10,885-88.1% |