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 | $47,333 | $104,907-54.9% | $84,611-44.1% | $152,861-69.0% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 27.45% | 373.79%-346.3pp | 258.74%-231.3pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,436 | $3,302-56.5% | $2,652-45.8% | $4,762-69.8% |
| Participant deferral / active EE | $2,724 | $4,688-41.9% | $3,899-30.1% | $5,850-53.4% |
| Admin fee / account holder | $520 | $6,241-91.7% | $4,912-89.4% | $11,596-95.5% |