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 | $21,309 | $99,020-78.5% | $86,590-75.4% | $147,584-85.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 47.17% | 1312.34%-1265.2pp | 964.84%-917.7pp | 578.55%-531.4pp |
| Employer contribution / active EE | $578 | $3,132-81.6% | $2,839-79.7% | $4,876-88.2% |
| Participant deferral / active EE | $1,217 | $3,972-69.4% | $3,609-66.3% | $5,439-77.6% |
| Admin fee / account holder | $343 | $5,710-94.0% | $4,906-93.0% | $10,885-96.8% |