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 | $67,361 | $105,181-36.0% | $159,436-57.8% | $85,850-21.5% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 15.04% | 45.07%-30.0pp | 263.57%-248.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,541 | $3,318-53.5% | $4,829-68.1% | $2,565-39.9% |
| Participant deferral / active EE | $3,734 | $5,945-37.2% | $7,352-49.2% | $3,952-5.5% |
| Admin fee / account holder | $3,082 | $6,933-55.5% | $10,799-71.5% | $6,260-50.8% |