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 | $42,048 | $112,096-62.5% | $95,952-56.2% | $158,922-73.5% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 18.20% | 171.09%-152.9pp | 91.61%-73.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,708 | $3,198-46.6% | $2,541-32.8% | $4,761-64.1% |
| Participant deferral / active EE | $5,666 | $4,784+18.4% | $4,167+36.0% | $5,982-5.3% |
| Admin fee / account holder | $450 | $10,130-95.6% | $6,795-93.4% | $11,246-96.0% |