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 | $11,255 | $74,888-85.0% | $71,209-84.2% | $142,382-92.1% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 14.99% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,499 | $2,854-47.5% | $2,721-44.9% | $4,299-65.1% |
| Participant deferral / active EE | $2,041 | $4,454-54.2% | $4,175-51.1% | $6,507-68.6% |
| Admin fee / account holder | $2,246 | $5,568-59.7% | $5,349-58.0% | $12,624-82.2% |