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 | $42,442 | $102,966-58.8% | $90,281-53.0% | $152,861-72.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 26.95% | 95.16%-68.2pp | 78.10%-51.1pp | 345.32%-318.4pp |
| Employer contribution / active EE | $4,680 | $3,139+49.1% | $2,854+64.0% | $4,762-1.7% |
| Participant deferral / active EE | $9,395 | $4,281+119.4% | $3,885+141.8% | $5,850+60.6% |
| Admin fee / account holder | $3,270 | $6,171-47.0% | $5,351-38.9% | $11,596-71.8% |