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 | $40,397 | $96,635-58.2% | $86,612-53.4% | $139,434-71.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.05% | 106.41%-91.4pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,169 | $3,263-64.2% | $3,022-61.3% | $4,751-75.4% |
| Participant deferral / active EE | $5,011 | $4,836+3.6% | $4,438+12.9% | $6,710-25.3% |
| Admin fee / account holder | $4,299 | $6,408-32.9% | $5,614-23.4% | $11,403-62.3% |