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 | $64,340 | $96,635-33.4% | $86,612-25.7% | $139,434-53.9% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 16.00% | 106.41%-90.4pp | 591.07%-575.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,557 | $3,263+9.0% | $3,022+17.7% | $4,751-25.1% |
| Participant deferral / active EE | $1,818 | $4,836-62.4% | $4,438-59.0% | $6,710-72.9% |
| Admin fee / account holder | $11,470 | $6,408+79.0% | $5,614+104.3% | $11,403+0.6% |