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 | $20,159 | $102,966-80.4% | $90,281-77.7% | $152,861-86.8% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.4%-3.9pp |
| Annual return | 19.38% | 95.16%-75.8pp | 78.10%-58.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,834 | $3,139-41.6% | $2,854-35.8% | $4,762-61.5% |
| Participant deferral / active EE | $1,672 | $4,281-60.9% | $3,885-57.0% | $5,850-71.4% |
| Admin fee / account holder | $2,233 | $6,171-63.8% | $5,351-58.3% | $11,596-80.7% |