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 | $11,241 | $107,452-89.5% | $91,541-87.7% | $142,382-92.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 14.30% | 22.06%-7.8pp | 20.50%-6.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $771 | $2,994-74.3% | $2,505-69.2% | $4,299-82.1% |
| Participant deferral / active EE | $2,630 | $4,754-44.7% | $4,008-34.4% | $6,507-59.6% |
| Admin fee / account holder | $16,014 | $8,834+81.3% | $6,956+130.2% | $12,624+26.9% |