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 | $79,161 | $112,881-29.9% | $90,951-13.0% | $158,922-50.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 22.49% | 215.79%-193.3pp | 134.60%-112.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,810 | $2,893-37.5% | $2,122-14.7% | $4,761-62.0% |
| Participant deferral / active EE | $5,049 | $4,128+22.3% | $3,373+49.7% | $5,982-15.6% |
| Admin fee / account holder | $302 | $8,041-96.2% | $5,959-94.9% | $11,246-97.3% |