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 | $32,538 | $102,966-68.4% | $90,281-64.0% | $152,861-78.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 18.89% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,895 | $3,139-39.6% | $2,854-33.6% | $4,762-60.2% |
| Participant deferral / active EE | $6,678 | $4,281+56.0% | $3,885+71.9% | $5,850+14.2% |
| Admin fee / account holder | $101,136 | $6,171+1539.0% | $5,351+1790.0% | $11,596+772.1% |