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 | $43,017 | $102,966-58.2% | $90,281-52.4% | $152,861-71.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 22.49% | 95.16%-72.7pp | 78.10%-55.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,018 | $3,139-35.7% | $2,854-29.3% | $4,762-57.6% |
| Participant deferral / active EE | $3,641 | $4,281-15.0% | $3,885-6.3% | $5,850-37.8% |
| Admin fee / account holder | $2,579 | $6,171-58.2% | $5,351-51.8% | $11,596-77.8% |