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 | $35,281 | $114,047-69.1% | $96,139-63.3% | $167,490-78.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 10.23% | 189.88%-179.7pp | 191.94%-181.7pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,216 | $3,427-64.5% | $2,797-56.5% | $4,837-74.9% |
| Participant deferral / active EE | $2,666 | $5,194-48.7% | $4,349-38.7% | $6,341-58.0% |
| Admin fee / account holder | $1,661 | $6,897-75.9% | $5,537-70.0% | $12,309-86.5% |