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 | $16,698 | $76,000-78.0% | $154,107-89.2% | $64,186-74.0% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | 9.19% | 30.32%-21.1pp | 735.12%-725.9pp | 7.63%+1.6pp |
| Employer contribution / active EE | $2,079 | $3,351-38.0% | $5,298-60.8% | $2,381-12.7% |
| Participant deferral / active EE | $2,778 | $3,175-12.5% | $5,081-45.3% | $3,470-19.9% |
| Admin fee / account holder | $1,140 | $5,596-79.6% | $13,411-91.5% | $4,888-76.7% |