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 | $35,089 | $99,079-64.6% | $77,999-55.0% | $273,961-87.2% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.5%+18.2pp | 83.0%+10.7pp |
| Annual return | 31.86% | 217.93%-186.1pp | 425.96%-394.1pp | 41.45%-9.6pp |
| Employer contribution / active EE | $2,056 | $3,308-37.9% | $2,470-16.8% | $4,869-57.8% |
| Participant deferral / active EE | $3,758 | $4,306-12.7% | $3,497+7.5% | $5,287-28.9% |
| Admin fee / account holder | $8,274 | $8,954-7.6% | $5,480+51.0% | $10,132-18.3% |