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 | $30,424 | $105,998-71.3% | $92,233-67.0% | $147,584-79.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 15.98% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,595 | $4,333-63.2% | $3,679-56.7% | $4,876-67.3% |
| Participant deferral / active EE | $3,453 | $4,478-22.9% | $3,897-11.4% | $5,439-36.5% |
| Admin fee / account holder | $2,186 | $6,332-65.5% | $5,194-57.9% | $10,885-79.9% |