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 | $46,442 | $99,020-53.1% | $86,590-46.4% | $147,584-68.5% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 12.05% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,207 | $3,132-29.5% | $2,839-22.3% | $4,876-54.7% |
| Participant deferral / active EE | $7,440 | $3,972+87.3% | $3,609+106.2% | $5,439+36.8% |
| Admin fee / account holder | $9,983 | $5,710+74.8% | $4,906+103.5% | $10,885-8.3% |