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 | $23,180 | $105,998-78.1% | $92,233-74.9% | $147,584-84.3% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 16.40% | 50.05%-33.6pp | 176.28%-159.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,585 | $4,333-63.4% | $3,679-56.9% | $4,876-67.5% |
| Participant deferral / active EE | $4,064 | $4,478-9.2% | $3,897+4.3% | $5,439-25.3% |
| Admin fee / account holder | $752 | $6,332-88.1% | $5,194-85.5% | $10,885-93.1% |