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 | $41,400 | $114,047-63.7% | $96,139-56.9% | $167,490-75.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 14.04% | 189.88%-175.8pp | 191.94%-177.9pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,619 | $3,427-52.8% | $2,797-42.1% | $4,837-66.5% |
| Participant deferral / active EE | $5,521 | $5,194+6.3% | $4,349+27.0% | $6,341-12.9% |
| Admin fee / account holder | $1,600 | $6,897-76.8% | $5,537-71.1% | $12,309-87.0% |