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 | $55,736 | $176,662-68.5% | $130,648-57.3% | $152,861-63.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 17.65% | 2692.24%-2674.6pp | 1708.96%-1691.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,089 | $5,742-46.2% | $4,092-24.5% | $4,762-35.1% |
| Participant deferral / active EE | $5,004 | $4,361+14.7% | $3,603+38.9% | $5,850-14.5% |
| Admin fee / account holder | $429 | $7,133-94.0% | $5,464-92.2% | $11,596-96.3% |