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 | $14,885 | $102,966-85.5% | $90,281-83.5% | $152,861-90.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 25.30% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,367 | $3,139-56.4% | $2,854-52.1% | $4,762-71.3% |
| Participant deferral / active EE | $3,175 | $4,281-25.8% | $3,885-18.3% | $5,850-45.7% |
| Admin fee / account holder | $1,126 | $6,171-81.8% | $5,351-79.0% | $11,596-90.3% |