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 | $30,447 | $99,652-69.4% | $78,778-61.4% | $147,584-79.4% |
| Participation rate | 88.2% | 76.2%+12.0pp | 69.2%+19.0pp | 82.8%+5.4pp |
| Annual return | 13.87% | 47.28%-33.4pp | 35.62%-21.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,730 | $2,796-38.1% | $1,986-12.9% | $4,876-64.5% |
| Participant deferral / active EE | $4,854 | $3,664+32.5% | $2,958+64.1% | $5,439-10.7% |
| Admin fee / account holder | $558 | $7,155-92.2% | $5,134-89.1% | $10,885-94.9% |