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 | $32,194 | $152,587-78.9% | $125,175-74.3% | $152,861-78.9% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 24.67% | 54.84%-30.2pp | 43.79%-19.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $6,161 | $4,946+24.6% | $3,865+59.4% | $4,762+29.4% |
| Participant deferral / active EE | $4,295 | $5,868-26.8% | $4,937-13.0% | $5,850-26.6% |
| Admin fee / account holder | $1,590 | $13,434-88.2% | $9,702-83.6% | $11,596-86.3% |