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 | $21,991 | $99,652-77.9% | $78,778-72.1% | $147,584-85.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 8.32% | 47.28%-39.0pp | 35.62%-27.3pp | 578.55%-570.2pp |
| Employer contribution / active EE | $7,103 | $2,796+154.1% | $1,986+257.7% | $4,876+45.7% |
| Participant deferral / active EE | $1,189 | $3,664-67.6% | $2,958-59.8% | $5,439-78.1% |
| Admin fee / account holder | $8,322 | $7,155+16.3% | $5,134+62.1% | $10,885-23.5% |