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 | $26,068 | $102,966-74.7% | $90,281-71.1% | $152,861-82.9% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 17.74% | 95.16%-77.4pp | 78.10%-60.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,901 | $3,139-39.4% | $2,854-33.4% | $4,762-60.1% |
| Participant deferral / active EE | $6,222 | $4,281+45.3% | $3,885+60.1% | $5,850+6.4% |
| Admin fee / account holder | $3,126 | $6,171-49.3% | $5,351-41.6% | $11,596-73.0% |