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 | $23,383 | $91,037-74.3% | $71,671-67.4% | $147,584-84.2% |
| Participation rate | 84.2% | 76.1%+8.1pp | 68.7%+15.5pp | 82.8%+1.4pp |
| Annual return | 15.31% | 20.48%-5.2pp | 20.65%-5.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,092 | $3,327-67.2% | $2,460-55.6% | $4,876-77.6% |
| Participant deferral / active EE | $3,626 | $4,498-19.4% | $3,438+5.5% | $5,439-33.3% |
| Admin fee / account holder | $709 | $8,613-91.8% | $5,558-87.2% | $10,885-93.5% |