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 | $52,122 | $70,756-26.3% | $65,493-20.4% | $142,382-63.4% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 12.46% | 1754.89%-1742.4pp | 982.45%-970.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $7,221 | $2,881+150.7% | $2,574+180.5% | $4,299+68.0% |
| Participant deferral / active EE | $15,662 | $4,637+237.7% | $3,961+295.4% | $6,507+140.7% |
| Admin fee / account holder | $14,513 | $6,559+121.3% | $5,028+188.6% | $12,624+15.0% |