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 | $31,164 | $102,966-69.7% | $90,281-65.5% | $152,861-79.6% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.4%-6.0pp |
| Annual return | 25.39% | 95.16%-69.8pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,306 | $3,139-26.5% | $2,854-19.2% | $4,762-51.6% |
| Participant deferral / active EE | $5,632 | $4,281+31.5% | $3,885+44.9% | $5,850-3.7% |
| Admin fee / account holder | $556 | $6,171-91.0% | $5,351-89.6% | $11,596-95.2% |