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 | $48,912 | $112,096-56.4% | $95,952-49.0% | $158,922-69.2% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 21.96% | 171.09%-149.1pp | 91.61%-69.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $11,058 | $3,198+245.8% | $2,541+335.2% | $4,761+132.3% |
| Participant deferral / active EE | $3,235 | $4,784-32.4% | $4,167-22.4% | $5,982-45.9% |
| Admin fee / account holder | $1,667 | $10,130-83.5% | $6,795-75.5% | $11,246-85.2% |