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 | $40,930 | $149,040-72.5% | $120,225-66.0% | $137,256-70.2% |
| Participation rate | 78.6% | 75.4%+3.2pp | 69.6%+9.0pp | 80.0%-1.4pp |
| Annual return | 18.86% | 605.68%-586.8pp | 439.23%-420.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,798 | $4,350-58.7% | $3,475-48.3% | $4,156-56.7% |
| Participant deferral / active EE | $1,414 | $4,655-69.6% | $3,999-64.6% | $6,407-77.9% |
| Admin fee / account holder | $538 | $6,348-91.5% | $5,696-90.6% | $12,270-95.6% |