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 | $49,664 | $104,974-52.7% | $95,585-48.0% | $142,382-65.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 23.71% | 210.33%-186.6pp | 38.56%-14.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $4,513 | $2,779+62.4% | $2,527+78.6% | $4,299+5.0% |
| Participant deferral / active EE | $10,707 | $4,352+146.0% | $4,023+166.2% | $6,507+64.5% |
| Admin fee / account holder | $7,910 | $6,386+23.9% | $6,127+29.1% | $12,624-37.3% |