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 | $32,115 | $102,966-68.8% | $90,281-64.4% | $152,861-79.0% |
| Participation rate | 91.3% | 75.9%+15.4pp | 73.3%+18.0pp | 82.4%+8.9pp |
| Annual return | 18.76% | 95.16%-76.4pp | 78.10%-59.3pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,297 | $3,139-58.7% | $2,854-54.6% | $4,762-72.8% |
| Participant deferral / active EE | $1,666 | $4,281-61.1% | $3,885-57.1% | $5,850-71.5% |
| Admin fee / account holder | $13,185 | $6,171+113.7% | $5,351+146.4% | $11,596+13.7% |