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 | $26,884 | $123,909-78.3% | $69,647-61.4% | $145,922-81.6% |
| Participation rate | 80.0% | 69.2%+10.8pp | 66.5%+13.5pp | 80.3%-0.3pp |
| Annual return | 10.59% | 190.55%-180.0pp | 100.48%-89.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,912 | $2,682-28.7% | $1,712+11.7% | $4,660-59.0% |
| Participant deferral / active EE | $1,477 | $4,236-65.1% | $2,886-48.8% | $6,688-77.9% |
| Admin fee / account holder | $2,209 | $7,863-71.9% | $4,713-53.1% | $13,397-83.5% |