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 | $13,739 | $88,751-84.5% | $81,812-83.2% | $145,922-90.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 18.98% | 1025.40%-1006.4pp | 773.79%-754.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,835 | $3,083-40.5% | $2,912-37.0% | $4,660-60.6% |
| Participant deferral / active EE | $1,934 | $4,643-58.3% | $4,319-55.2% | $6,688-71.1% |
| Admin fee / account holder | $1,595 | $8,415-81.0% | $7,386-78.4% | $13,397-88.1% |