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 | $51,998 | $102,317-49.2% | $146,958-64.6% | $80,856-35.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 15.91% | 134.76%-118.9pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,288 | $3,713+15.5% | $4,933-13.1% | $2,755+55.7% |
| Participant deferral / active EE | $3,438 | $6,644-48.3% | $8,070-57.4% | $4,296-20.0% |
| Admin fee / account holder | $2,090 | $7,941-73.7% | $12,998-83.9% | $6,918-69.8% |