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 | $38,110 | $152,587-75.0% | $125,175-69.6% | $152,861-75.1% |
| Participation rate | 95.7% | 83.3%+12.3pp | 79.8%+15.9pp | 82.4%+13.2pp |
| Annual return | 23.58% | 54.84%-31.3pp | 43.79%-20.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $4,604 | $4,946-6.9% | $3,865+19.1% | $4,762-3.3% |
| Participant deferral / active EE | $3,299 | $5,868-43.8% | $4,937-33.2% | $5,850-43.6% |
| Admin fee / account holder | $323 | $13,434-97.6% | $9,702-96.7% | $11,596-97.2% |