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 | $22,679 | $111,754-79.7% | $103,333-78.1% | $145,922-84.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 11.67% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,643 | $4,212-61.0% | $3,868-57.5% | $4,660-64.7% |
| Participant deferral / active EE | $1,643 | $5,619-70.8% | $5,057-67.5% | $6,688-75.4% |
| Admin fee / account holder | $8,451 | $9,750-13.3% | $8,355+1.2% | $13,397-36.9% |