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 | $26,049 | $148,534-82.5% | $135,903-80.8% | $139,434-81.3% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 15.32% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,455 | $5,243-53.2% | $4,856-49.4% | $4,751-48.3% |
| Participant deferral / active EE | $7,473 | $8,100-7.7% | $7,758-3.7% | $6,710+11.4% |
| Admin fee / account holder | $7,870 | $12,400-36.5% | $10,762-26.9% | $11,403-31.0% |