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 | $32,930 | $115,770-71.6% | $101,248-67.5% | $158,922-79.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 14.29% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,605 | $4,175-61.6% | $3,660-56.1% | $4,761-66.3% |
| Participant deferral / active EE | $3,821 | $4,957-22.9% | $4,370-12.6% | $5,982-36.1% |
| Admin fee / account holder | $385 | $7,245-94.7% | $5,945-93.5% | $11,246-96.6% |