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 | $17,348 | $100,852-82.8% | $90,404-80.8% | $158,922-89.1% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 35.51% | 1724.20%-1688.7pp | 1293.02%-1257.5pp | 302.83%-267.3pp |
| Employer contribution / active EE | $797 | $3,689-78.4% | $3,262-75.6% | $4,761-83.3% |
| Participant deferral / active EE | $1,839 | $4,348-57.7% | $3,963-53.6% | $5,982-69.3% |
| Admin fee / account holder | $1,519 | $6,501-76.6% | $5,611-72.9% | $11,246-86.5% |