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 | $34,956 | $102,966-66.1% | $90,281-61.3% | $152,861-77.1% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.4%+5.8pp |
| Annual return | 16.02% | 95.16%-79.1pp | 78.10%-62.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,013 | $3,139-35.9% | $2,854-29.5% | $4,762-57.7% |
| Participant deferral / active EE | $2,639 | $4,281-38.4% | $3,885-32.1% | $5,850-54.9% |
| Admin fee / account holder | $1,998 | $6,171-67.6% | $5,351-62.7% | $11,596-82.8% |