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 | $25,483 | $102,966-75.3% | $90,281-71.8% | $152,861-83.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 20.21% | 95.16%-75.0pp | 78.10%-57.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,679 | $3,139-46.5% | $2,854-41.2% | $4,762-64.7% |
| Participant deferral / active EE | $2,089 | $4,281-51.2% | $3,885-46.2% | $5,850-64.3% |
| Admin fee / account holder | $417 | $6,171-93.2% | $5,351-92.2% | $11,596-96.4% |