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 | $39,589 | $102,966-61.6% | $90,281-56.1% | $152,861-74.1% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 22.37% | 95.16%-72.8pp | 78.10%-55.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,434 | $3,139+9.4% | $2,854+20.3% | $4,762-27.9% |
| Participant deferral / active EE | $6,333 | $4,281+47.9% | $3,885+63.0% | $5,850+8.2% |
| Admin fee / account holder | $3,951 | $6,171-36.0% | $5,351-26.2% | $11,596-65.9% |