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 | $30,141 | $98,750-69.5% | $149,696-79.9% | $79,858-62.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 80.90% | 27.43%+53.5pp | 276.60%-195.7pp | 31.71%+49.2pp |
| Employer contribution / active EE | $1,902 | $3,216-40.9% | $4,644-59.1% | $2,471-23.0% |
| Participant deferral / active EE | $8,426 | $5,680+48.3% | $6,842+23.2% | $3,740+125.3% |
| Admin fee / account holder | $13,113 | $6,053+116.7% | $9,309+40.9% | $5,306+147.1% |