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 | $39,206 | $129,217-69.7% | $93,406-58.0% | $158,922-75.3% |
| Participation rate | 93.3% | 71.0%+22.4pp | 66.8%+26.5pp | 82.0%+11.4pp |
| Annual return | 15.29% | 118.21%-102.9pp | 78.05%-62.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,534 | $2,711-6.5% | $2,075+22.1% | $4,761-46.8% |
| Participant deferral / active EE | $5,917 | $3,909+51.4% | $3,126+89.3% | $5,982-1.1% |
| Admin fee / account holder | $10,992 | $7,383+48.9% | $5,230+110.2% | $11,246-2.3% |