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 | $22,855 | $99,020-76.9% | $86,590-73.6% | $147,584-84.5% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 10.33% | 1312.34%-1302.0pp | 964.84%-954.5pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,482 | $3,132-52.7% | $2,839-47.8% | $4,876-69.6% |
| Participant deferral / active EE | $1,637 | $3,972-58.8% | $3,609-54.6% | $5,439-69.9% |
| Admin fee / account holder | $9,386 | $5,710+64.4% | $4,906+91.3% | $10,885-13.8% |