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 | $9,971 | $74,888-86.7% | $71,209-86.0% | $142,382-93.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 17.81% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,293 | $2,854-54.7% | $2,721-52.5% | $4,299-69.9% |
| Participant deferral / active EE | $1,674 | $4,454-62.4% | $4,175-59.9% | $6,507-74.3% |
| Admin fee / account holder | $6,530 | $5,568+17.3% | $5,349+22.1% | $12,624-48.3% |