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 | $25,961 | $84,696-69.3% | $75,696-65.7% | $167,490-84.5% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.8%+16.8pp | 82.1%+9.6pp |
| Annual return | 22.44% | 199.36%-176.9pp | 104.53%-82.1pp | 478.56%-456.1pp |
| Employer contribution / active EE | $2,430 | $3,230-24.8% | $2,743-11.4% | $4,837-49.8% |
| Participant deferral / active EE | $2,841 | $4,580-38.0% | $3,821-25.7% | $6,341-55.2% |
| Admin fee / account holder | $2,174 | $5,355-59.4% | $3,619-39.9% | $12,309-82.3% |