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 | $37,182 | $107,334-65.4% | $92,893-60.0% | $152,861-75.7% |
| Participation rate | 81.0% | 79.8%+1.2pp | 76.0%+4.9pp | 82.4%-1.5pp |
| Annual return | 18.33% | 145.58%-127.3pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,357 | $4,221-67.8% | $3,653-62.8% | $4,762-71.5% |
| Participant deferral / active EE | $1,722 | $4,845-64.5% | $4,236-59.4% | $5,850-70.6% |
| Admin fee / account holder | $2,634 | $7,079-62.8% | $5,794-54.5% | $11,596-77.3% |