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 | $35,209 | $107,934-67.4% | $91,989-61.7% | $152,861-77.0% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 21.68% | 89.24%-67.6pp | 69.02%-47.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,502 | $4,210-40.6% | $3,452-27.5% | $4,762-47.5% |
| Participant deferral / active EE | $5,161 | $6,364-18.9% | $5,923-12.9% | $5,850-11.8% |
| Admin fee / account holder | $1,209 | $10,520-88.5% | $7,743-84.4% | $11,596-89.6% |