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 | $23,965 | $102,616-76.6% | $81,983-70.8% | $158,922-84.9% |
| Participation rate | 85.0% | 75.5%+9.5pp | 69.2%+15.8pp | 82.0%+3.0pp |
| Annual return | 8.76% | 61.04%-52.3pp | 41.31%-32.5pp | 302.83%-294.1pp |
| Employer contribution / active EE | $942 | $3,240-70.9% | $2,498-62.3% | $4,761-80.2% |
| Participant deferral / active EE | $1,105 | $4,648-76.2% | $3,722-70.3% | $5,982-81.5% |
| Admin fee / account holder | $11,956 | $8,235+45.2% | $5,664+111.1% | $11,246+6.3% |