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 | $17,384 | $99,921-82.6% | $85,009-79.6% | $145,959-88.1% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 10.40% | 83.89%-73.5pp | 66.47%-56.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $6,529 | $3,233+102.0% | $2,728+139.3% | $4,661+40.1% |
| Participant deferral / active EE | $2,844 | $5,293-46.3% | $4,522-37.1% | $6,689-57.5% |
| Admin fee / account holder | $12,221 | $7,252+68.5% | $6,153+98.6% | $13,398-8.8% |