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 | $56,678 | $102,966-45.0% | $90,281-37.2% | $152,861-62.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 24.66% | 95.16%-70.5pp | 78.10%-53.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,041 | $3,139-66.8% | $2,854-63.5% | $4,762-78.1% |
| Participant deferral / active EE | $1,983 | $4,281-53.7% | $3,885-49.0% | $5,850-66.1% |
| Admin fee / account holder | $6,923 | $6,171+12.2% | $5,351+29.4% | $11,596-40.3% |