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 | $79,433 | $114,047-30.4% | $96,139-17.4% | $167,490-52.6% |
| Participation rate | 95.5% | 75.1%+20.4pp | 68.4%+27.0pp | 82.1%+13.3pp |
| Annual return | 15.60% | 189.88%-174.3pp | 191.94%-176.3pp | 478.56%-463.0pp |
| Employer contribution / active EE | $4,967 | $3,427+44.9% | $2,797+77.6% | $4,837+2.7% |
| Participant deferral / active EE | $8,699 | $5,194+67.5% | $4,349+100.0% | $6,341+37.2% |
| Admin fee / account holder | $4,315 | $6,897-37.4% | $5,537-22.1% | $12,309-64.9% |