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 | $24,419 | $107,334-77.2% | $92,893-73.7% | $152,861-84.0% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 25.91% | 145.58%-119.7pp | 109.41%-83.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,202 | $4,221-71.5% | $3,653-67.1% | $4,762-74.8% |
| Participant deferral / active EE | $2,723 | $4,845-43.8% | $4,236-35.7% | $5,850-53.4% |
| Admin fee / account holder | $1,287 | $7,079-81.8% | $5,794-77.8% | $11,596-88.9% |