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 | $41,056 | $104,907-60.9% | $84,611-51.5% | $152,861-73.1% |
| Participation rate | 84.2% | 74.8%+9.4pp | 68.2%+16.0pp | 82.4%+1.8pp |
| Annual return | 30.46% | 373.79%-343.3pp | 258.74%-228.3pp | 345.32%-314.9pp |
| Employer contribution / active EE | $1,403 | $3,302-57.5% | $2,652-47.1% | $4,762-70.5% |
| Participant deferral / active EE | $3,507 | $4,688-25.2% | $3,899-10.1% | $5,850-40.1% |
| Admin fee / account holder | $2,158 | $6,241-65.4% | $4,912-56.1% | $11,596-81.4% |