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 | $18,498 | $81,625-77.3% | $58,482-68.4% | $139,434-86.7% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 12.52% | 7404.20%-7391.7pp | 4239.32%-4226.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,944 | $1,398+110.6% | $1,053+179.6% | $4,751-38.0% |
| Participant deferral / active EE | $4,086 | $2,557+59.8% | $1,924+112.4% | $6,710-39.1% |
| Admin fee / account holder | $17,050 | $3,265+422.2% | $2,516+577.7% | $11,403+49.5% |