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 | $40,241 | $102,966-60.9% | $90,281-55.4% | $152,861-73.7% |
| Participation rate | 90.5% | 75.9%+14.6pp | 73.3%+17.2pp | 82.4%+8.0pp |
| Annual return | 17.96% | 95.16%-77.2pp | 78.10%-60.1pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,650 | $3,139-47.4% | $2,854-42.2% | $4,762-65.3% |
| Participant deferral / active EE | $3,889 | $4,281-9.2% | $3,885+0.1% | $5,850-33.5% |
| Admin fee / account holder | $5,561 | $6,171-9.9% | $5,351+3.9% | $11,596-52.0% |