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 | $49,129 | $88,751-44.6% | $81,812-39.9% | $145,922-66.3% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.3%+17.1pp | 80.3%+9.2pp |
| Annual return | 10.03% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,297 | $3,083-57.9% | $2,912-55.5% | $4,660-72.2% |
| Participant deferral / active EE | $2,543 | $4,643-45.2% | $4,319-41.1% | $6,688-62.0% |
| Admin fee / account holder | $9,080 | $8,415+7.9% | $7,386+22.9% | $13,397-32.2% |