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 | $26,316 | $105,998-75.2% | $92,233-71.5% | $147,584-82.2% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 17.74% | 50.05%-32.3pp | 176.28%-158.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,482 | $4,333-42.7% | $3,679-32.5% | $4,876-49.1% |
| Participant deferral / active EE | $3,658 | $4,478-18.3% | $3,897-6.1% | $5,439-32.7% |
| Admin fee / account holder | $684 | $6,332-89.2% | $5,194-86.8% | $10,885-93.7% |