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 | $12,743 | $100,773-87.4% | $88,946-85.7% | $142,382-91.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 15.51% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,696 | $2,918-41.9% | $2,555-33.6% | $4,299-60.6% |
| Participant deferral / active EE | $2,703 | $5,230-48.3% | $4,581-41.0% | $6,507-58.5% |
| Admin fee / account holder | $1,610 | $9,693-83.4% | $8,261-80.5% | $12,624-87.2% |