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 | $53,147 | $67,823-21.6% | $52,425+1.4% | $137,256-61.3% |
| Participation rate | 92.9% | 63.9%+28.9pp | 55.6%+37.2pp | 80.0%+12.9pp |
| Annual return | 21.01% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,993 | $1,163+157.4% | $914+227.4% | $4,156-28.0% |
| Participant deferral / active EE | $5,268 | $2,288+130.2% | $1,790+194.2% | $6,407-17.8% |
| Admin fee / account holder | $55,031 | $2,844+1834.9% | $2,495+2105.7% | $12,270+348.5% |