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 | $23,782 | $95,971-75.2% | $74,550-68.1% | $135,375-82.4% |
| Participation rate | 79.2% | 75.7%+3.5pp | 69.1%+10.0pp | 82.6%-3.5pp |
| Annual return | 14.43% | 56.96%-42.5pp | 32.53%-18.1pp | 519.73%-505.3pp |
| Employer contribution / active EE | $867 | $2,716-68.1% | $1,961-55.8% | $4,779-81.9% |
| Participant deferral / active EE | $1,677 | $3,843-56.4% | $3,108-46.1% | $5,609-70.1% |
| Admin fee / account holder | $12,681 | $6,522+94.4% | $5,060+150.6% | $10,827+17.1% |