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 | $41,338 | $102,616-59.7% | $81,983-49.6% | $158,922-74.0% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.2%+21.7pp | 82.0%+9.0pp |
| Annual return | 32.08% | 61.04%-29.0pp | 41.31%-9.2pp | 302.83%-270.7pp |
| Employer contribution / active EE | $2,338 | $3,240-27.8% | $2,498-6.4% | $4,761-50.9% |
| Participant deferral / active EE | $3,460 | $4,648-25.6% | $3,722-7.0% | $5,982-42.2% |
| Admin fee / account holder | $6,265 | $8,235-23.9% | $5,664+10.6% | $11,246-44.3% |