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 | $29,131 | $115,770-74.8% | $101,248-71.2% | $158,922-81.7% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.8%+9.2pp | 82.0%+3.0pp |
| Annual return | 24.37% | 56.14%-31.8pp | 46.47%-22.1pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,097 | $4,175-49.8% | $3,660-42.7% | $4,761-56.0% |
| Participant deferral / active EE | $4,692 | $4,957-5.4% | $4,370+7.4% | $5,982-21.6% |
| Admin fee / account holder | $1,853 | $7,245-74.4% | $5,945-68.8% | $11,246-83.5% |