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 3-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 | $42,858 | $111,724-61.6% | $93,606-54.2% | $145,922-70.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 10.28% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,210 | $3,090-28.5% | $2,420-8.7% | $4,660-52.6% |
| Participant deferral / active EE | $2,973 | $4,912-39.5% | $4,411-32.6% | $6,688-55.5% |
| Admin fee / account holder | $3,650 | $10,250-64.4% | $8,285-55.9% | $13,397-72.8% |