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 | $29,973 | $105,998-71.7% | $92,233-67.5% | $147,584-79.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 20.22% | 50.05%-29.8pp | 176.28%-156.1pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,393 | $4,333-67.8% | $3,679-62.1% | $4,876-71.4% |
| Participant deferral / active EE | $3,199 | $4,478-28.6% | $3,897-17.9% | $5,439-41.2% |
| Admin fee / account holder | $1,633 | $6,332-74.2% | $5,194-68.6% | $10,885-85.0% |