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 | $43,862 | $102,966-57.4% | $90,281-51.4% | $152,861-71.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 27.22% | 95.16%-67.9pp | 78.10%-50.9pp | 345.32%-318.1pp |
| Employer contribution / active EE | $3,537 | $3,139+12.7% | $2,854+23.9% | $4,762-25.7% |
| Participant deferral / active EE | $6,116 | $4,281+42.8% | $3,885+57.4% | $5,850+4.5% |
| Admin fee / account holder | $2,358 | $6,171-61.8% | $5,351-55.9% | $11,596-79.7% |