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 | $28,861 | $100,852-71.4% | $90,404-68.1% | $158,922-81.8% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 17.32% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,747 | $3,689-25.5% | $3,262-15.8% | $4,761-42.3% |
| Participant deferral / active EE | $5,541 | $4,348+27.5% | $3,963+39.8% | $5,982-7.4% |
| Admin fee / account holder | $9,166 | $6,501+41.0% | $5,611+63.4% | $11,246-18.5% |