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 | $48,484 | $97,757-50.4% | $83,848-42.2% | $135,375-64.2% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 3.18% | 1287.37%-1284.2pp | 850.88%-847.7pp | 519.73%-516.6pp |
| Employer contribution / active EE | $2,489 | $4,222-41.1% | $3,631-31.5% | $4,779-47.9% |
| Participant deferral / active EE | $7,437 | $4,682+58.8% | $4,082+82.2% | $5,609+32.6% |
| Admin fee / account holder | $41,930 | $6,674+528.3% | $5,478+665.4% | $10,827+287.3% |