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 | $26,495 | $65,409-59.5% | $98,442-73.1% | $85,850-69.1% |
| Participation rate | 78.6% | 65.0%+13.6pp | 73.3%+5.2pp | 69.3%+9.3pp |
| Annual return | 29.36% | 21.76%+7.6pp | 1492.73%-1463.4pp | 318.53%-289.2pp |
| Employer contribution / active EE | $591 | $2,168-72.7% | $2,960-80.0% | $2,565-77.0% |
| Participant deferral / active EE | $3,406 | $3,166+7.6% | $4,276-20.3% | $3,952-13.8% |
| Admin fee / account holder | $2,213 | $4,593-51.8% | $5,949-62.8% | $6,260-64.7% |