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 | $57,303 | $118,849-51.8% | $96,562-40.7% | $167,490-65.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 15.98% | 50.49%-34.5pp | 37.78%-21.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,587 | $3,120-49.1% | $2,356-32.6% | $4,837-67.2% |
| Participant deferral / active EE | $2,328 | $4,616-49.6% | $3,849-39.5% | $6,341-63.3% |
| Admin fee / account holder | $383 | $8,065-95.2% | $6,181-93.8% | $12,309-96.9% |