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 | $32,644 | $99,079-67.1% | $77,999-58.1% | $273,961-88.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 8.84% | 217.93%-209.1pp | 425.96%-417.1pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,518 | $3,308-54.1% | $2,470-38.5% | $4,869-68.8% |
| Participant deferral / active EE | $4,186 | $4,306-2.8% | $3,497+19.7% | $5,287-20.8% |
| Admin fee / account holder | $1,853 | $8,954-79.3% | $5,480-66.2% | $10,132-81.7% |