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 | $42,203 | $150,187-71.9% | $120,354-64.9% | $145,922-71.1% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 11.62% | 154.07%-142.4pp | 107.15%-95.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,974 | $4,348-31.6% | $3,463-14.1% | $4,660-36.2% |
| Participant deferral / active EE | $2,675 | $6,173-56.7% | $4,991-46.4% | $6,688-60.0% |
| Admin fee / account holder | $3,786 | $12,207-69.0% | $9,423-59.8% | $13,397-71.7% |