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 | $51,391 | $57,281-10.3% | $86,612-40.7% | $75,163-31.6% |
| Participation rate | 96.6% | 63.2%+33.4pp | 71.7%+24.9pp | 67.2%+29.4pp |
| Annual return | 14.76% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.9pp |
| Employer contribution / active EE | $5,932 | $2,314+156.3% | $3,022+96.3% | $2,670+122.2% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,088 | $4,112-73.5% | $5,614-80.6% | $5,651-80.7% |