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 | $37,915 | $65,561-42.2% | $86,188-56.0% | $75,163-49.6% |
| Participation rate | 95.2% | 60.5%+34.8pp | 69.0%+26.3pp | 67.2%+28.0pp |
| Annual return | 15.65% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,450 | $1,553-6.6% | $2,380-39.1% | $2,670-45.7% |
| Participant deferral / active EE | $2,262 | $3,024-25.2% | $3,985-43.2% | $4,125-45.2% |
| Admin fee / account holder | $4,095 | $5,474-25.2% | $6,852-40.2% | $5,651-27.5% |