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 | $32,841 | $65,561-49.9% | $86,188-61.9% | $75,163-56.3% |
| Participation rate | 93.5% | 60.5%+33.1pp | 69.0%+24.6pp | 67.2%+26.4pp |
| Annual return | 17.90% | 46.05%-28.2pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,445 | $1,553-6.9% | $2,380-39.3% | $2,670-45.9% |
| Participant deferral / active EE | $3,731 | $3,024+23.4% | $3,985-6.4% | $4,125-9.6% |
| Admin fee / account holder | $824 | $5,474-85.0% | $6,852-88.0% | $5,651-85.4% |