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 | $14,658 | $88,751-83.5% | $81,812-82.1% | $145,922-90.0% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.3%+6.8pp | 80.3%-1.1pp |
| Annual return | 12.60% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $779 | $3,083-74.7% | $2,912-73.3% | $4,660-83.3% |
| Participant deferral / active EE | $1,317 | $4,643-71.6% | $4,319-69.5% | $6,688-80.3% |
| Admin fee / account holder | $1,021 | $8,415-87.9% | $7,386-86.2% | $13,397-92.4% |