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 | $46,354 | $65,561-29.3% | $86,188-46.2% | $75,163-38.3% |
| Participation rate | 94.7% | 60.5%+34.2pp | 69.0%+25.8pp | 67.2%+27.5pp |
| Annual return | 17.48% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.1pp |
| Employer contribution / active EE | $4,404 | $1,553+183.6% | $2,380+85.0% | $2,670+65.0% |
| Participant deferral / active EE | $2,387 | $3,024-21.1% | $3,985-40.1% | $4,125-42.1% |
| Admin fee / account holder | $6,761 | $5,474+23.5% | $6,852-1.3% | $5,651+19.6% |