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 9-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 | $54,055 | $70,606-23.4% | $53,898+0.3% | $142,382-62.0% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 17.23% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $823 | $1,202-31.5% | $932-11.7% | $4,299-80.9% |
| Participant deferral / active EE | $3,379 | $2,364+42.9% | $1,826+85.0% | $6,507-48.1% |
| Admin fee / account holder | $469 | $2,852-83.5% | $2,491-81.2% | $12,624-96.3% |