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 | $20,716 | $105,998-80.5% | $92,233-77.5% | $147,584-86.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 15.20% | 50.05%-34.8pp | 176.28%-161.1pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,075 | $4,333-52.1% | $3,679-43.6% | $4,876-57.4% |
| Participant deferral / active EE | $4,084 | $4,478-8.8% | $3,897+4.8% | $5,439-24.9% |
| Admin fee / account holder | $468 | $6,332-92.6% | $5,194-91.0% | $10,885-95.7% |