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 | $17,058 | $76,000-77.6% | $154,107-88.9% | $64,186-73.4% |
| Participation rate | 90.3% | 70.4%+19.9pp | 83.0%+7.3pp | 69.6%+20.8pp |
| Annual return | 88.29% | 30.32%+58.0pp | 735.12%-646.8pp | 7.63%+80.7pp |
| Employer contribution / active EE | $895 | $3,351-73.3% | $5,298-83.1% | $2,381-62.4% |
| Participant deferral / active EE | $964 | $3,175-69.6% | $5,081-81.0% | $3,470-72.2% |
| Admin fee / account holder | $1,568 | $5,596-72.0% | $13,411-88.3% | $4,888-67.9% |