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 | $45,383 | $112,881-59.8% | $90,951-50.1% | $158,922-71.4% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 10.11% | 215.79%-205.7pp | 134.60%-124.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,132 | $2,893-26.3% | $2,122+0.5% | $4,761-55.2% |
| Participant deferral / active EE | $3,857 | $4,128-6.6% | $3,373+14.4% | $5,982-35.5% |
| Admin fee / account holder | $6,427 | $8,041-20.1% | $5,959+7.9% | $11,246-42.8% |