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 | $14,511 | $102,966-85.9% | $90,281-83.9% | $152,861-90.5% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 18.49% | 95.16%-76.7pp | 78.10%-59.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,310 | $3,139-26.4% | $2,854-19.1% | $4,762-51.5% |
| Participant deferral / active EE | $1,844 | $4,281-56.9% | $3,885-52.5% | $5,850-68.5% |
| Admin fee / account holder | $450 | $6,171-92.7% | $5,351-91.6% | $11,596-96.1% |