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 | $14,442 | $99,020-85.4% | $86,590-83.3% | $147,584-90.2% |
| Participation rate | 79.2% | 76.3%+2.8pp | 73.5%+5.6pp | 82.8%-3.7pp |
| Annual return | 18.85% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,568 | $3,132-49.9% | $2,839-44.8% | $4,876-67.8% |
| Participant deferral / active EE | $1,911 | $3,972-51.9% | $3,609-47.1% | $5,439-64.9% |
| Admin fee / account holder | $917 | $5,710-83.9% | $4,906-81.3% | $10,885-91.6% |