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 | $27,475 | $96,635-71.6% | $86,612-68.3% | $139,434-80.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 15.88% | 106.41%-90.5pp | 591.07%-575.2pp | 372.94%-357.1pp |
| Employer contribution / active EE | $4,756 | $3,263+45.7% | $3,022+57.3% | $4,751+0.1% |
| Participant deferral / active EE | $2,937 | $4,836-39.3% | $4,438-33.8% | $6,710-56.2% |
| Admin fee / account holder | $7,433 | $6,408+16.0% | $5,614+32.4% | $11,403-34.8% |