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 | $27,913 | $152,587-81.7% | $125,175-77.7% | $152,861-81.7% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 24.85% | 54.84%-30.0pp | 43.79%-18.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,232 | $4,946-54.9% | $3,865-42.3% | $4,762-53.1% |
| Participant deferral / active EE | $3,170 | $5,868-46.0% | $4,937-35.8% | $5,850-45.8% |
| Admin fee / account holder | $328 | $13,434-97.6% | $9,702-96.6% | $11,596-97.2% |