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 | $25,380 | $102,966-75.4% | $90,281-71.9% | $152,861-83.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 15.50% | 95.16%-79.7pp | 78.10%-62.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $3,785 | $3,139+20.6% | $2,854+32.6% | $4,762-20.5% |
| Participant deferral / active EE | $1,450 | $4,281-66.1% | $3,885-62.7% | $5,850-75.2% |
| Admin fee / account holder | $2,248 | $6,171-63.6% | $5,351-58.0% | $11,596-80.6% |