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 | $47,303 | $96,635-51.1% | $86,612-45.4% | $139,434-66.1% |
| Participation rate | 84.2% | 74.4%+9.8pp | 71.7%+12.5pp | 80.3%+3.9pp |
| Annual return | 16.87% | 106.41%-89.5pp | 591.07%-574.2pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,245 | $3,263-0.6% | $3,022+7.4% | $4,751-31.7% |
| Participant deferral / active EE | $5,228 | $4,836+8.1% | $4,438+17.8% | $6,710-22.1% |
| Admin fee / account holder | $1,921 | $6,408-70.0% | $5,614-65.8% | $11,403-83.1% |