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 | $22,974 | $101,069-77.3% | $81,478-71.8% | $147,584-84.4% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 15.08% | 32.40%-17.3pp | 38.78%-23.7pp | 578.55%-563.5pp |
| Employer contribution / active EE | $8,719 | $3,205+172.0% | $2,568+239.6% | $4,876+78.8% |
| Participant deferral / active EE | $2,079 | $4,242-51.0% | $3,537-41.2% | $5,439-61.8% |
| Admin fee / account holder | $3,954 | $5,812-32.0% | $4,561-13.3% | $10,885-63.7% |