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 | $48,234 | $102,966-53.2% | $90,281-46.6% | $152,861-68.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 20.46% | 95.16%-74.7pp | 78.10%-57.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,186 | $3,139+1.5% | $2,854+11.6% | $4,762-33.1% |
| Participant deferral / active EE | $5,907 | $4,281+38.0% | $3,885+52.0% | $5,850+1.0% |
| Admin fee / account holder | $17,491 | $6,171+183.5% | $5,351+226.9% | $11,596+50.8% |