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 | $43,476 | $112,881-61.5% | $90,951-52.2% | $158,922-72.6% |
| Participation rate | 72.2% | 74.7%-2.5pp | 69.0%+3.2pp | 82.0%-9.7pp |
| Annual return | 29.47% | 215.79%-186.3pp | 134.60%-105.1pp | 302.83%-273.4pp |
| Employer contribution / active EE | $3,739 | $2,893+29.2% | $2,122+76.2% | $4,761-21.5% |
| Participant deferral / active EE | $9,335 | $4,128+126.2% | $3,373+176.8% | $5,982+56.0% |
| Admin fee / account holder | $16,393 | $8,041+103.9% | $5,959+175.1% | $11,246+45.8% |