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 | $13,725 | $100,852-86.4% | $90,404-84.8% | $158,922-91.4% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 17.30% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $977 | $3,689-73.5% | $3,262-70.1% | $4,761-79.5% |
| Participant deferral / active EE | $2,906 | $4,348-33.2% | $3,963-26.7% | $5,982-51.4% |
| Admin fee / account holder | $951 | $6,501-85.4% | $5,611-83.0% | $11,246-91.5% |