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 | $18,128 | $102,966-82.4% | $90,281-79.9% | $152,861-88.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 11.39% | 95.16%-83.8pp | 78.10%-66.7pp | 345.32%-333.9pp |
| Employer contribution / active EE | $985 | $3,139-68.6% | $2,854-65.5% | $4,762-79.3% |
| Participant deferral / active EE | $1,524 | $4,281-64.4% | $3,885-60.8% | $5,850-74.0% |
| Admin fee / account holder | $13,283 | $6,171+115.3% | $5,351+148.2% | $11,596+14.5% |