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 | $42,278 | $96,635-56.3% | $86,612-51.2% | $139,434-69.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 16.88% | 106.41%-89.5pp | 591.07%-574.2pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,701 | $3,263-47.9% | $3,022-43.7% | $4,751-64.2% |
| Participant deferral / active EE | $2,412 | $4,836-50.1% | $4,438-45.6% | $6,710-64.0% |
| Admin fee / account holder | $3,187 | $6,408-50.3% | $5,614-43.2% | $11,403-72.0% |