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 | $39,552 | $90,600-56.3% | $79,464-50.2% | $135,375-70.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 3.98% | 977.43%-973.4pp | 718.14%-714.2pp | 519.73%-515.8pp |
| Employer contribution / active EE | $2,588 | $3,068-15.6% | $2,800-7.6% | $4,779-45.8% |
| Participant deferral / active EE | $1,278 | $4,050-68.5% | $3,704-65.5% | $5,609-77.2% |
| Admin fee / account holder | $602 | $5,907-89.8% | $5,113-88.2% | $10,827-94.4% |