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 | $30,069 | $90,600-66.8% | $79,464-62.2% | $135,375-77.8% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | 10.26% | 977.43%-967.2pp | 718.14%-707.9pp | 519.73%-509.5pp |
| Employer contribution / active EE | $6,996 | $3,068+128.0% | $2,800+149.8% | $4,779+46.4% |
| Participant deferral / active EE | $1,202 | $4,050-70.3% | $3,704-67.6% | $5,609-78.6% |
| Admin fee / account holder | $4,819 | $5,907-18.4% | $5,113-5.8% | $10,827-55.5% |