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 | $59,505 | $100,852-41.0% | $90,404-34.2% | $158,922-62.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 10.99% | 1724.20%-1713.2pp | 1293.02%-1282.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,011 | $3,689-72.6% | $3,262-69.0% | $4,761-78.8% |
| Participant deferral / active EE | $2,021 | $4,348-53.5% | $3,963-49.0% | $5,982-66.2% |
| Admin fee / account holder | $12,025 | $6,501+85.0% | $5,611+114.3% | $11,246+6.9% |