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 | $34,571 | $112,096-69.2% | $95,952-64.0% | $158,922-78.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 34.46% | 171.09%-136.6pp | 91.61%-57.2pp | 302.83%-268.4pp |
| Employer contribution / active EE | $1,567 | $3,198-51.0% | $2,541-38.3% | $4,761-67.1% |
| Participant deferral / active EE | $2,685 | $4,784-43.9% | $4,167-35.6% | $5,982-55.1% |
| Admin fee / account holder | $1,883 | $10,130-81.4% | $6,795-72.3% | $11,246-83.3% |