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 | $37,990 | $73,515-48.3% | $62,995-39.7% | $147,584-74.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 18.50% | 175.43%-156.9pp | 87.57%-69.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,705 | $4,185-59.3% | $3,329-48.8% | $5,439-68.7% |
| Admin fee / account holder | $882 | $5,953-85.2% | $3,600-75.5% | $10,885-91.9% |