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 | $33,162 | $149,040-77.7% | $120,225-72.4% | $137,256-75.8% |
| Participation rate | 78.9% | 75.4%+3.5pp | 69.6%+9.4pp | 80.0%-1.0pp |
| Annual return | 11.08% | 605.68%-594.6pp | 439.23%-428.1pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,079 | $4,350-52.2% | $3,475-40.2% | $4,156-50.0% |
| Participant deferral / active EE | $1,082 | $4,655-76.8% | $3,999-72.9% | $6,407-83.1% |
| Admin fee / account holder | $5,166 | $6,348-18.6% | $5,696-9.3% | $12,270-57.9% |