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 | $11,061 | $96,635-88.6% | $86,612-87.2% | $139,434-92.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 19.53% | 106.41%-86.9pp | 591.07%-571.5pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,159 | $3,263-64.5% | $3,022-61.7% | $4,751-75.6% |
| Participant deferral / active EE | $2,016 | $4,836-58.3% | $4,438-54.6% | $6,710-70.0% |
| Admin fee / account holder | $1,629 | $6,408-74.6% | $5,614-71.0% | $11,403-85.7% |