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 | $33,670 | $115,770-70.9% | $101,248-66.7% | $158,922-78.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 18.16% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,541 | $4,175-15.2% | $3,660-3.2% | $4,761-25.6% |
| Participant deferral / active EE | $11,724 | $4,957+136.5% | $4,370+168.3% | $5,982+96.0% |
| Admin fee / account holder | $19,002 | $7,245+162.3% | $5,945+219.6% | $11,246+69.0% |