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 | $35,162 | $77,899-54.9% | $149,673-76.5% | $75,163-53.2% |
| Participation rate | 70.5% | 65.6%+4.9pp | 78.8%-8.3pp | 67.2%+3.3pp |
| Annual return | 36.29% | 31.72%+4.6pp | 134.42%-98.1pp | 160.62%-124.3pp |
| Employer contribution / active EE | $1,731 | $3,137-44.8% | $4,818-64.1% | $2,670-35.2% |
| Participant deferral / active EE | $4,627 | $3,411+35.6% | $5,680-18.5% | $4,125+12.2% |
| Admin fee / account holder | $306 | $5,956-94.9% | $13,210-97.7% | $5,651-94.6% |