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 | $16,668 | $105,998-84.3% | $92,233-81.9% | $147,584-88.7% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 19.87% | 50.05%-30.2pp | 176.28%-156.4pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,712 | $4,333-60.5% | $3,679-53.5% | $4,876-64.9% |
| Participant deferral / active EE | $3,948 | $4,478-11.8% | $3,897+1.3% | $5,439-27.4% |
| Admin fee / account holder | $1,967 | $6,332-68.9% | $5,194-62.1% | $10,885-81.9% |