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 | $35,167 | $99,020-64.5% | $86,590-59.4% | $147,584-76.2% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 11.49% | 1312.34%-1300.8pp | 964.84%-953.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,662 | $3,132-46.9% | $2,839-41.5% | $4,876-65.9% |
| Participant deferral / active EE | $1,786 | $3,972-55.0% | $3,609-50.5% | $5,439-67.2% |
| Admin fee / account holder | $3,854 | $5,710-32.5% | $4,906-21.4% | $10,885-64.6% |