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 | $56,451 | $102,966-45.2% | $90,281-37.5% | $152,861-63.1% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.4%+12.8pp |
| Annual return | 25.39% | 95.16%-69.8pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,279 | $3,139-27.4% | $2,854-20.2% | $4,762-52.2% |
| Participant deferral / active EE | $2,521 | $4,281-41.1% | $3,885-35.1% | $5,850-56.9% |
| Admin fee / account holder | $1,731 | $6,171-71.9% | $5,351-67.6% | $11,596-85.1% |