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 | $34,449 | $105,181-67.2% | $159,436-78.4% | $85,850-59.9% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.8%+6.5pp | 69.3%+20.0pp |
| Annual return | 15.02% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,911 | $3,318-42.4% | $4,829-60.4% | $2,565-25.5% |
| Participant deferral / active EE | $3,451 | $5,945-41.9% | $7,352-53.1% | $3,952-12.7% |
| Admin fee / account holder | $1,449 | $6,933-79.1% | $10,799-86.6% | $6,260-76.9% |