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 | $13,850 | $109,817-87.4% | $98,442-85.9% | $167,490-91.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 15.55% | 1956.69%-1941.1pp | 1492.73%-1477.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $4,046 | $3,224+25.5% | $2,960+36.7% | $4,837-16.4% |
| Participant deferral / active EE | $2,464 | $4,673-47.3% | $4,276-42.4% | $6,341-61.1% |
| Admin fee / account holder | $3,080 | $6,753-54.4% | $5,949-48.2% | $12,309-75.0% |