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 | $34,926 | $99,079-64.7% | $77,999-55.2% | $273,961-87.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 9.09% | 217.93%-208.8pp | 425.96%-416.9pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,276 | $3,308-61.4% | $2,470-48.3% | $4,869-73.8% |
| Participant deferral / active EE | $2,937 | $4,306-31.8% | $3,497-16.0% | $5,287-44.4% |
| Admin fee / account holder | $1,928 | $8,954-78.5% | $5,480-64.8% | $10,132-81.0% |