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 | $40,017 | $53,516-25.2% | $126,539-68.4% | $84,808-52.8% |
| Participation rate | 71.6% | 58.2%+13.4pp | 69.8%+1.8pp | 68.3%+3.3pp |
| Annual return | 39.53% | 58.34%-18.8pp | 425.95%-386.4pp | 40.90%-1.4pp |
| Employer contribution / active EE | $1,645 | $1,535+7.2% | $3,674-55.2% | $2,631-37.5% |
| Participant deferral / active EE | $2,934 | $2,671+9.9% | $4,083-28.1% | $4,212-30.3% |
| Admin fee / account holder | $9,106 | $4,497+102.5% | $6,065+50.2% | $7,344+24.0% |