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 | $14,485 | $101,069-85.7% | $81,478-82.2% | $147,584-90.2% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 11.68% | 32.40%-20.7pp | 38.78%-27.1pp | 578.55%-566.9pp |
| Employer contribution / active EE | $944 | $3,205-70.6% | $2,568-63.3% | $4,876-80.6% |
| Participant deferral / active EE | $1,315 | $4,242-69.0% | $3,537-62.8% | $5,439-75.8% |
| Admin fee / account holder | $9,118 | $5,812+56.9% | $4,561+99.9% | $10,885-16.2% |