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 | $55,991 | $63,346-11.6% | $92,233-39.3% | $70,131-20.2% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 18.09% | 530.12%-512.0pp | 176.28%-158.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $5,499 | $2,471+122.5% | $3,679+49.5% | $2,342+134.8% |
| Participant deferral / active EE | $2,752 | $2,854-3.6% | $3,897-29.4% | $3,332-17.4% |
| Admin fee / account holder | $858 | $3,840-77.7% | $5,194-83.5% | $4,645-81.5% |