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 | $16,092 | $109,817-85.3% | $98,442-83.7% | $167,490-90.4% |
| Participation rate | 77.3% | 75.8%+1.4pp | 73.3%+3.9pp | 82.1%-4.8pp |
| Annual return | 13.59% | 1956.69%-1943.1pp | 1492.73%-1479.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $970 | $3,224-69.9% | $2,960-67.2% | $4,837-79.9% |
| Participant deferral / active EE | $2,825 | $4,673-39.5% | $4,276-33.9% | $6,341-55.4% |
| Admin fee / account holder | $9,746 | $6,753+44.3% | $5,949+63.8% | $12,309-20.8% |