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 | $61,011 | $102,966-40.7% | $90,281-32.4% | $152,861-60.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 25.45% | 95.16%-69.7pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,114 | $3,139-64.5% | $2,854-61.0% | $4,762-76.6% |
| Participant deferral / active EE | $7,628 | $4,281+78.2% | $3,885+96.3% | $5,850+30.4% |
| Admin fee / account holder | $466 | $6,171-92.4% | $5,351-91.3% | $11,596-96.0% |