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 | $29,019 | $159,901-81.9% | $146,958-80.3% | $145,922-80.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 23.29% | 98.13%-74.8pp | 418.34%-395.1pp | 561.29%-538.0pp |
| Employer contribution / active EE | $3,410 | $5,286-35.5% | $4,933-30.9% | $4,660-26.8% |
| Participant deferral / active EE | $8,366 | $8,428-0.7% | $8,070+3.7% | $6,688+25.1% |
| Admin fee / account holder | $783 | $15,044-94.8% | $12,998-94.0% | $13,397-94.2% |