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 | $36,795 | $96,635-61.9% | $86,612-57.5% | $139,434-73.6% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 16.91% | 106.41%-89.5pp | 591.07%-574.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,003 | $3,263-38.6% | $3,022-33.7% | $4,751-57.8% |
| Participant deferral / active EE | $2,823 | $4,836-41.6% | $4,438-36.4% | $6,710-57.9% |
| Admin fee / account holder | $902 | $6,408-85.9% | $5,614-83.9% | $11,403-92.1% |