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 | $78,309 | $96,635-19.0% | $86,612-9.6% | $139,434-43.8% |
| Participation rate | 94.7% | 74.4%+20.3pp | 71.7%+23.0pp | 80.3%+14.4pp |
| Annual return | 13.10% | 106.41%-93.3pp | 591.07%-578.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $7,570 | $3,263+132.0% | $3,022+150.5% | $4,751+59.3% |
| Participant deferral / active EE | $11,447 | $4,836+136.7% | $4,438+157.9% | $6,710+70.6% |
| Admin fee / account holder | $2,028 | $6,408-68.4% | $5,614-63.9% | $11,403-82.2% |