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 | $38,032 | $107,934-64.8% | $91,989-58.7% | $152,861-75.1% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 25.49% | 89.24%-63.8pp | 69.02%-43.5pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,781 | $4,210-33.9% | $3,452-19.4% | $4,762-41.6% |
| Participant deferral / active EE | $5,713 | $6,364-10.2% | $5,923-3.5% | $5,850-2.3% |
| Admin fee / account holder | $8,620 | $10,520-18.1% | $7,743+11.3% | $11,596-25.7% |