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 | $12,629 | $70,606-82.1% | $53,898-76.6% | $142,382-91.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 9.60% | 619.81%-610.2pp | 528.60%-519.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $689 | $1,202-42.7% | $932-26.1% | $4,299-84.0% |
| Participant deferral / active EE | $1,656 | $2,364-29.9% | $1,826-9.3% | $6,507-74.5% |
| Admin fee / account holder | $2,727 | $2,852-4.4% | $2,491+9.5% | $12,624-78.4% |