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 | $35,964 | $108,642-66.9% | $74,701-51.9% | $152,861-76.5% |
| Participation rate | 88.9% | 65.3%+23.5pp | 54.5%+34.4pp | 82.4%+6.4pp |
| Annual return | 17.86% | 114.06%-96.2pp | 752.92%-735.1pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,331 | $1,503-11.5% | $1,084+22.8% | $4,762-72.1% |
| Participant deferral / active EE | $2,315 | $2,712-14.7% | $1,964+17.9% | $5,850-60.4% |
| Admin fee / account holder | $397 | $4,902-91.9% | $3,333-88.1% | $11,596-96.6% |