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 | $51,792 | $104,974-50.7% | $95,585-45.8% | $142,382-63.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 57.07% | 210.33%-153.3pp | 38.56%+18.5pp | 217.08%-160.0pp |
| Employer contribution / active EE | $3,279 | $2,779+18.0% | $2,527+29.8% | $4,299-23.7% |
| Participant deferral / active EE | $5,455 | $4,352+25.3% | $4,023+35.6% | $6,507-16.2% |
| Admin fee / account holder | $977 | $6,386-84.7% | $6,127-84.0% | $12,624-92.3% |