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 | $145,144 | $96,635+50.2% | $86,612+67.6% | $139,434+4.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 26.43% | 106.41%-80.0pp | 591.07%-564.6pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,480 | $3,263-54.6% | $3,022-51.0% | $4,751-68.9% |
| Participant deferral / active EE | $3,260 | $4,836-32.6% | $4,438-26.5% | $6,710-51.4% |
| Admin fee / account holder | $2,313 | $6,408-63.9% | $5,614-58.8% | $11,403-79.7% |