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 | $13,778 | $90,600-84.8% | $79,464-82.7% | $135,375-89.8% |
| Participation rate | 90.5% | 76.0%+14.4pp | 73.3%+17.1pp | 82.6%+7.8pp |
| Annual return | 6.61% | 977.43%-970.8pp | 718.14%-711.5pp | 519.73%-513.1pp |
| Employer contribution / active EE | $1,664 | $3,068-45.8% | $2,800-40.6% | $4,779-65.2% |
| Participant deferral / active EE | $2,864 | $4,050-29.3% | $3,704-22.7% | $5,609-48.9% |
| Admin fee / account holder | $1,517 | $5,907-74.3% | $5,113-70.3% | $10,827-86.0% |