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 | $65,189 | $99,020-34.2% | $86,590-24.7% | $147,584-55.8% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 14.56% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $6,230 | $3,132+98.9% | $2,839+119.4% | $4,876+27.8% |
| Participant deferral / active EE | $4,832 | $3,972+21.6% | $3,609+33.9% | $5,439-11.2% |
| Admin fee / account holder | $4,931 | $5,710-13.6% | $4,906+0.5% | $10,885-54.7% |