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 | $42,483 | $99,652-57.4% | $78,778-46.1% | $147,584-71.2% |
| Participation rate | 72.7% | 76.2%-3.5pp | 69.2%+3.5pp | 82.8%-10.1pp |
| Annual return | 34.13% | 47.28%-13.2pp | 35.62%-1.5pp | 578.55%-544.4pp |
| Employer contribution / active EE | $1,798 | $2,796-35.7% | $1,986-9.4% | $4,876-63.1% |
| Participant deferral / active EE | $3,468 | $3,664-5.3% | $2,958+17.2% | $5,439-36.2% |
| Admin fee / account holder | $430 | $7,155-94.0% | $5,134-91.6% | $10,885-96.0% |