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 | $25,416 | $118,849-78.6% | $96,562-73.7% | $167,490-84.8% |
| Participation rate | 77.3% | 75.5%+1.8pp | 69.8%+7.5pp | 82.1%-4.8pp |
| Annual return | 17.14% | 50.49%-33.3pp | 37.78%-20.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $3,037 | $3,120-2.7% | $2,356+28.9% | $4,837-37.2% |
| Participant deferral / active EE | $1,567 | $4,616-66.0% | $3,849-59.3% | $6,341-75.3% |
| Admin fee / account holder | $323 | $8,065-96.0% | $6,181-94.8% | $12,309-97.4% |