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 | $56,987 | $160,055-64.4% | $140,016-59.3% | $135,375-57.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 1.93% | 911.38%-909.4pp | 651.12%-649.2pp | 519.73%-517.8pp |
| Employer contribution / active EE | $2,430 | $6,420-62.1% | $5,606-56.6% | $4,779-49.1% |
| Participant deferral / active EE | $13,555 | $7,642+77.4% | $6,927+95.7% | $5,609+141.7% |
| Admin fee / account holder | $6,816 | $13,328-48.9% | $10,705-36.3% | $10,827-37.0% |