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 | $31,247 | $99,079-68.5% | $77,999-59.9% | $273,961-88.6% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 9.12% | 217.93%-208.8pp | 425.96%-416.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $4,206 | $3,308+27.2% | $2,470+70.3% | $4,869-13.6% |
| Participant deferral / active EE | $6,723 | $4,306+56.1% | $3,497+92.3% | $5,287+27.2% |
| Admin fee / account holder | $11,777 | $8,954+31.5% | $5,480+114.9% | $10,132+16.2% |