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 | $38,571 | $126,574-69.5% | $106,213-63.7% | $145,922-73.6% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.5pp |
| Annual return | 12.34% | 224.79%-212.4pp | 116.14%-103.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,730 | $3,730-53.6% | $3,171-45.5% | $4,660-62.9% |
| Participant deferral / active EE | $2,711 | $5,724-52.6% | $5,016-45.9% | $6,688-59.5% |
| Admin fee / account holder | $4,310 | $17,304-75.1% | $11,033-60.9% | $13,397-67.8% |