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 | $21,200 | $101,069-79.0% | $81,478-74.0% | $147,584-85.6% |
| Participation rate | 77.3% | 74.5%+2.8pp | 68.0%+9.3pp | 82.8%-5.6pp |
| Annual return | 20.99% | 32.40%-11.4pp | 38.78%-17.8pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,258 | $3,205-60.8% | $2,568-51.0% | $4,876-74.2% |
| Participant deferral / active EE | $1,955 | $4,242-53.9% | $3,537-44.7% | $5,439-64.1% |
| Admin fee / account holder | $1,435 | $5,812-75.3% | $4,561-68.5% | $10,885-86.8% |