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 | $26,747 | $107,334-75.1% | $92,893-71.2% | $152,861-82.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 19.69% | 145.58%-125.9pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $753 | $4,221-82.2% | $3,653-79.4% | $4,762-84.2% |
| Participant deferral / active EE | $3,011 | $4,845-37.9% | $4,236-28.9% | $5,850-48.5% |
| Admin fee / account holder | $22,116 | $7,079+212.4% | $5,794+281.7% | $11,596+90.7% |