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 | $51,242 | $56,114-8.7% | $96,139-46.7% | $85,850-40.3% |
| Participation rate | 93.5% | 56.7%+36.8pp | 68.4%+25.1pp | 69.3%+24.2pp |
| Annual return | 13.94% | 42.30%-28.4pp | 191.94%-178.0pp | 318.53%-304.6pp |
| Employer contribution / active EE | $3,093 | $1,620+90.9% | $2,797+10.6% | $2,565+20.6% |
| Participant deferral / active EE | $6,093 | $2,859+113.1% | $4,349+40.1% | $3,952+54.2% |
| Admin fee / account holder | $844 | $3,768-77.6% | $5,537-84.8% | $6,260-86.5% |