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 | $28,508 | $102,966-72.3% | $90,281-68.4% | $152,861-81.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 17.12% | 95.16%-78.0pp | 78.10%-61.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $6,720 | $3,139+114.1% | $2,854+135.4% | $4,762+41.1% |
| Participant deferral / active EE | $4,787 | $4,281+11.8% | $3,885+23.2% | $5,850-18.2% |
| Admin fee / account holder | $2,007 | $6,171-67.5% | $5,351-62.5% | $11,596-82.7% |