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 | $36,914 | $102,966-64.1% | $90,281-59.1% | $152,861-75.9% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | 16.29% | 95.16%-78.9pp | 78.10%-61.8pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,464 | $3,139-53.4% | $2,854-48.7% | $4,762-69.3% |
| Participant deferral / active EE | $3,438 | $4,281-19.7% | $3,885-11.5% | $5,850-41.2% |
| Admin fee / account holder | $474 | $6,171-92.3% | $5,351-91.1% | $11,596-95.9% |