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 | $28,086 | $102,966-72.7% | $90,281-68.9% | $152,861-81.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 20.67% | 95.16%-74.5pp | 78.10%-57.4pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,055 | $3,139-2.7% | $2,854+7.0% | $4,762-35.9% |
| Participant deferral / active EE | $3,687 | $4,281-13.9% | $3,885-5.1% | $5,850-37.0% |
| Admin fee / account holder | $2,753 | $6,171-55.4% | $5,351-48.6% | $11,596-76.3% |