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 | $13,995 | $91,037-84.6% | $71,671-80.5% | $147,584-90.5% |
| Participation rate | 77.8% | 76.1%+1.7pp | 68.7%+9.0pp | 82.8%-5.1pp |
| Annual return | 51.51% | 20.48%+31.0pp | 20.65%+30.9pp | 578.55%-527.0pp |
| Employer contribution / active EE | $1,496 | $3,327-55.0% | $2,460-39.2% | $4,876-69.3% |
| Participant deferral / active EE | $5,138 | $4,498+14.2% | $3,438+49.4% | $5,439-5.5% |
| Admin fee / account holder | $388 | $8,613-95.5% | $5,558-93.0% | $10,885-96.4% |