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 | $32,636 | $115,770-71.8% | $101,248-67.8% | $158,922-79.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 20.03% | 56.14%-36.1pp | 46.47%-26.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,247 | $4,175-46.2% | $3,660-38.6% | $4,761-52.8% |
| Participant deferral / active EE | $3,848 | $4,957-22.4% | $4,370-11.9% | $5,982-35.7% |
| Admin fee / account holder | $6,370 | $7,245-12.1% | $5,945+7.1% | $11,246-43.4% |