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 | $61,191 | $149,679-59.1% | $117,039-47.7% | $147,584-58.5% |
| Participation rate | 88.9% | 83.5%+5.4pp | 77.2%+11.7pp | 82.8%+6.1pp |
| Annual return | 53.86% | 19.31%+34.5pp | 18.95%+34.9pp | 578.55%-524.7pp |
| Employer contribution / active EE | $2,340 | $4,937-52.6% | $3,785-38.2% | $4,876-52.0% |
| Participant deferral / active EE | $6,468 | $4,912+31.7% | $3,929+64.6% | $5,439+18.9% |
| Admin fee / account holder | $2,018 | $7,856-74.3% | $5,974-66.2% | $10,885-81.5% |