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 | $50,093 | $118,680-57.8% | $98,907-49.4% | $158,922-68.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 17.20% | 372.35%-355.2pp | 196.43%-179.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,911 | $3,333-12.7% | $2,689+8.3% | $4,761-38.9% |
| Participant deferral / active EE | $10,134 | $5,088+99.2% | $4,244+138.8% | $5,982+69.4% |
| Admin fee / account holder | $739 | $10,131-92.7% | $6,642-88.9% | $11,246-93.4% |