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 | $40,300 | $107,334-62.5% | $92,893-56.6% | $152,861-73.6% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 17.64% | 145.58%-127.9pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,562 | $4,221-63.0% | $3,653-57.2% | $4,762-67.2% |
| Participant deferral / active EE | $4,984 | $4,845+2.9% | $4,236+17.6% | $5,850-14.8% |
| Admin fee / account holder | $1,019 | $7,079-85.6% | $5,794-82.4% | $11,596-91.2% |