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 | $84,198 | $96,635-12.9% | $86,612-2.8% | $139,434-39.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 15.65% | 106.41%-90.8pp | 591.07%-575.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,122 | $3,263-65.6% | $3,022-62.9% | $4,751-76.4% |
| Participant deferral / active EE | $4,016 | $4,836-17.0% | $4,438-9.5% | $6,710-40.2% |
| Admin fee / account holder | $744 | $6,408-88.4% | $5,614-86.7% | $11,403-93.5% |