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 | $45,909 | $111,535-58.8% | $105,223-56.4% | $137,256-66.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 17.20% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,570 | $3,939-60.2% | $3,689-57.4% | $4,156-62.2% |
| Participant deferral / active EE | $3,069 | $5,500-44.2% | $5,072-39.5% | $6,407-52.1% |
| Admin fee / account holder | $1,610 | $9,721-83.4% | $8,859-81.8% | $12,270-86.9% |