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 | $54,612 | $102,966-47.0% | $90,281-39.5% | $152,861-64.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 23.19% | 95.16%-72.0pp | 78.10%-54.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $7,528 | $3,139+139.9% | $2,854+163.7% | $4,762+58.1% |
| Participant deferral / active EE | $6,412 | $4,281+49.8% | $3,885+65.0% | $5,850+9.6% |
| Admin fee / account holder | $2,607 | $6,171-57.7% | $5,351-51.3% | $11,596-77.5% |