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 | $26,688 | $85,202-68.7% | $172,739-84.6% | $72,985-63.4% |
| Participation rate | 81.8% | 70.1%+11.8pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 36.32% | 27.32%+9.0pp | 802.84%-766.5pp | 81.00%-44.7pp |
| Employer contribution / active EE | $3,194 | $3,324-3.9% | $5,143-37.9% | $2,440+30.9% |
| Participant deferral / active EE | $7,141 | $3,260+119.0% | $5,198+37.4% | $3,607+98.0% |
| Admin fee / account holder | $1,374 | $5,884-76.6% | $13,954-90.2% | $5,124-73.2% |