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 | $23,728 | $99,652-76.2% | $78,778-69.9% | $147,584-83.9% |
| Participation rate | 93.8% | 76.2%+17.5pp | 69.2%+24.6pp | 82.8%+10.9pp |
| Annual return | 13.49% | 47.28%-33.8pp | 35.62%-22.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,875 | $2,796-32.9% | $1,986-5.6% | $4,876-61.5% |
| Participant deferral / active EE | $1,595 | $3,664-56.5% | $2,958-46.1% | $5,439-70.7% |
| Admin fee / account holder | $2,552 | $7,155-64.3% | $5,134-50.3% | $10,885-76.6% |