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 | $16,136 | $95,416-83.1% | $185,823-91.3% | $85,850-81.2% |
| Participation rate | 81.3% | 68.8%+12.5pp | 81.7%-0.5pp | 69.3%+11.9pp |
| Annual return | 25.90% | 23.59%+2.3pp | 122.05%-96.1pp | 318.53%-292.6pp |
| Employer contribution / active EE | $1,500 | $3,314-54.7% | $5,167-71.0% | $2,565-41.5% |
| Participant deferral / active EE | $1,791 | $3,423-47.7% | $5,568-67.8% | $3,952-54.7% |
| Admin fee / account holder | $1,562 | $7,213-78.3% | $16,237-90.4% | $6,260-75.1% |