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 | $23,488 | $102,966-77.2% | $90,281-74.0% | $152,861-84.6% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 17.10% | 95.16%-78.1pp | 78.10%-61.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,533 | $3,139-51.1% | $2,854-46.3% | $4,762-67.8% |
| Participant deferral / active EE | $1,533 | $4,281-64.2% | $3,885-60.5% | $5,850-73.8% |
| Admin fee / account holder | $309 | $6,171-95.0% | $5,351-94.2% | $11,596-97.3% |