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 | $111,614 | $65,561+70.2% | $86,188+29.5% | $75,163+48.5% |
| Participation rate | 76.2% | 60.5%+15.7pp | 69.0%+7.2pp | 67.2%+9.0pp |
| Annual return | 17.24% | 46.05%-28.8pp | 1168.45%-1151.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $660 | $1,553-57.5% | $2,380-72.2% | $2,670-75.3% |
| Participant deferral / active EE | $5,541 | $3,024+83.3% | $3,985+39.0% | $4,125+34.3% |
| Admin fee / account holder | $2,491 | $5,474-54.5% | $6,852-63.6% | $5,651-55.9% |