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 | $53,401 | $99,020-46.1% | $86,590-38.3% | $147,584-63.8% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 15.76% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,057 | $3,132-2.4% | $2,839+7.7% | $4,876-37.3% |
| Participant deferral / active EE | $2,247 | $3,972-43.4% | $3,609-37.7% | $5,439-58.7% |
| Admin fee / account holder | $443 | $5,710-92.2% | $4,906-91.0% | $10,885-95.9% |