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 | $29,597 | $118,849-75.1% | $96,562-69.3% | $167,490-82.3% |
| Participation rate | 93.3% | 75.5%+17.9pp | 69.8%+23.5pp | 82.1%+11.2pp |
| Annual return | 12.11% | 50.49%-38.4pp | 37.78%-25.7pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,078 | $3,120-65.4% | $2,356-54.2% | $4,837-77.7% |
| Participant deferral / active EE | $5,698 | $4,616+23.4% | $3,849+48.1% | $6,341-10.1% |
| Admin fee / account holder | $427 | $8,065-94.7% | $6,181-93.1% | $12,309-96.5% |