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 | $19,849 | $102,966-80.7% | $90,281-78.0% | $152,861-87.0% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.4%+12.3pp |
| Annual return | 21.41% | 95.16%-73.8pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,366 | $3,139-56.5% | $2,854-52.1% | $4,762-71.3% |
| Participant deferral / active EE | $3,002 | $4,281-29.9% | $3,885-22.7% | $5,850-48.7% |
| Admin fee / account holder | $1,590 | $6,171-74.2% | $5,351-70.3% | $11,596-86.3% |