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 | $46,769 | $102,966-54.6% | $90,281-48.2% | $152,861-69.4% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 35.72% | 95.16%-59.4pp | 78.10%-42.4pp | 345.32%-309.6pp |
| Employer contribution / active EE | $3,866 | $3,139+23.2% | $2,854+35.4% | $4,762-18.8% |
| Participant deferral / active EE | $5,564 | $4,281+30.0% | $3,885+43.2% | $5,850-4.9% |
| Admin fee / account holder | $13,419 | $6,171+117.5% | $5,351+150.8% | $11,596+15.7% |