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 | $35,595 | $104,907-66.1% | $84,611-57.9% | $152,861-76.7% |
| Participation rate | 91.7% | 74.8%+16.8pp | 68.2%+23.4pp | 82.4%+9.2pp |
| Annual return | 20.92% | 373.79%-352.9pp | 258.74%-237.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,132 | $3,302-5.1% | $2,652+18.1% | $4,762-34.2% |
| Participant deferral / active EE | $1,804 | $4,688-61.5% | $3,899-53.7% | $5,850-69.2% |
| Admin fee / account holder | $3,822 | $6,241-38.8% | $4,912-22.2% | $11,596-67.0% |