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 | $36,987 | $105,859-65.1% | $90,160-59.0% | $147,584-74.9% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 19.41% | 37.63%-18.2pp | 34.88%-15.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,892 | $4,126-29.9% | $3,318-12.8% | $4,876-40.7% |
| Participant deferral / active EE | $8,896 | $5,733+55.2% | $5,288+68.2% | $5,439+63.6% |
| Admin fee / account holder | $746 | $8,046-90.7% | $5,943-87.4% | $10,885-93.1% |