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 | $39,370 | $111,724-64.8% | $93,606-57.9% | $145,922-73.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.43% | 202.98%-191.5pp | 133.20%-121.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,612 | $3,090-15.5% | $2,420+7.9% | $4,660-43.9% |
| Participant deferral / active EE | $3,714 | $4,912-24.4% | $4,411-15.8% | $6,688-44.5% |
| Admin fee / account holder | $7,241 | $10,250-29.4% | $8,285-12.6% | $13,397-45.9% |