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 | $12,694 | $102,966-87.7% | $90,281-85.9% | $152,861-91.7% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 16.53% | 95.16%-78.6pp | 78.10%-61.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,407 | $3,139-55.2% | $2,854-50.7% | $4,762-70.5% |
| Participant deferral / active EE | $3,716 | $4,281-13.2% | $3,885-4.4% | $5,850-36.5% |
| Admin fee / account holder | $1,448 | $6,171-76.5% | $5,351-72.9% | $11,596-87.5% |