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 | $32,934 | $149,040-77.9% | $120,225-72.6% | $137,256-76.0% |
| Participation rate | 78.9% | 75.4%+3.5pp | 69.6%+9.4pp | 80.0%-1.0pp |
| Annual return | 17.31% | 605.68%-588.4pp | 439.23%-421.9pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,321 | $4,350-46.7% | $3,475-33.2% | $4,156-44.2% |
| Participant deferral / active EE | $4,894 | $4,655+5.1% | $3,999+22.4% | $6,407-23.6% |
| Admin fee / account holder | $2,582 | $6,348-59.3% | $5,696-54.7% | $12,270-79.0% |