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 | $59,190 | $102,966-42.5% | $90,281-34.4% | $152,861-61.3% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 22.87% | 95.16%-72.3pp | 78.10%-55.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $6,222 | $3,139+98.2% | $2,854+118.0% | $4,762+30.7% |
| Participant deferral / active EE | $4,781 | $4,281+11.7% | $3,885+23.0% | $5,850-18.3% |
| Admin fee / account holder | $18,128 | $6,171+193.8% | $5,351+238.8% | $11,596+56.3% |