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 | $31,451 | $102,966-69.5% | $90,281-65.2% | $152,861-79.4% |
| Participation rate | 84.2% | 75.9%+8.3pp | 73.3%+10.9pp | 82.4%+1.8pp |
| Annual return | 22.34% | 95.16%-72.8pp | 78.10%-55.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,983 | $3,139-36.8% | $2,854-30.5% | $4,762-58.4% |
| Participant deferral / active EE | $3,470 | $4,281-19.0% | $3,885-10.7% | $5,850-40.7% |
| Admin fee / account holder | $690 | $6,171-88.8% | $5,351-87.1% | $11,596-94.1% |