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 | $13,527 | $102,966-86.9% | $90,281-85.0% | $152,861-91.2% |
| Participation rate | 77.3% | 75.9%+1.4pp | 73.3%+4.0pp | 82.4%-5.2pp |
| Annual return | 17.58% | 95.16%-77.6pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,085 | $3,139-65.4% | $2,854-62.0% | $4,762-77.2% |
| Participant deferral / active EE | $2,822 | $4,281-34.1% | $3,885-27.4% | $5,850-51.8% |
| Admin fee / account holder | $3,827 | $6,171-38.0% | $5,351-28.5% | $11,596-67.0% |