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 | $37,660 | $102,966-63.4% | $90,281-58.3% | $152,861-75.4% |
| Participation rate | 90.5% | 75.9%+14.6pp | 73.3%+17.2pp | 82.4%+8.0pp |
| Annual return | 21.67% | 95.16%-73.5pp | 78.10%-56.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,485 | $3,139-20.8% | $2,854-12.9% | $4,762-47.8% |
| Participant deferral / active EE | $3,655 | $4,281-14.6% | $3,885-5.9% | $5,850-37.5% |
| Admin fee / account holder | $685 | $6,171-88.9% | $5,351-87.2% | $11,596-94.1% |