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 | $12,372 | $96,635-87.2% | $86,612-85.7% | $139,434-91.1% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 13.95% | 106.41%-92.5pp | 591.07%-577.1pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,069 | $3,263-36.6% | $3,022-31.5% | $4,751-56.4% |
| Participant deferral / active EE | $2,262 | $4,836-53.2% | $4,438-49.0% | $6,710-66.3% |
| Admin fee / account holder | $2,619 | $6,408-59.1% | $5,614-53.3% | $11,403-77.0% |