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 | $29,071 | $118,849-75.5% | $96,562-69.9% | $167,490-82.6% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 16.59% | 50.49%-33.9pp | 37.78%-21.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,515 | $3,120-51.4% | $2,356-35.7% | $4,837-68.7% |
| Participant deferral / active EE | $2,888 | $4,616-37.4% | $3,849-25.0% | $6,341-54.4% |
| Admin fee / account holder | $790 | $8,065-90.2% | $6,181-87.2% | $12,309-93.6% |