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 | $34,571 | $88,751-61.0% | $81,812-57.7% | $145,922-76.3% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 23.31% | 1025.40%-1002.1pp | 773.79%-750.5pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,604 | $3,083-48.0% | $2,912-44.9% | $4,660-65.6% |
| Participant deferral / active EE | $2,743 | $4,643-40.9% | $4,319-36.5% | $6,688-59.0% |
| Admin fee / account holder | $8,933 | $8,415+6.2% | $7,386+20.9% | $13,397-33.3% |