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 | $12,320 | $102,966-88.0% | $90,281-86.4% | $152,861-91.9% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 16.64% | 95.16%-78.5pp | 78.10%-61.5pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,368 | $3,139-56.4% | $2,854-52.1% | $4,762-71.3% |
| Participant deferral / active EE | $1,402 | $4,281-67.3% | $3,885-63.9% | $5,850-76.0% |
| Admin fee / account holder | $10,047 | $6,171+62.8% | $5,351+87.8% | $11,596-13.4% |