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 | $57,848 | $180,449-67.9% | $154,107-62.5% | $135,375-57.3% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | 6.04% | 888.09%-882.1pp | 735.12%-729.1pp | 519.73%-513.7pp |
| Employer contribution / active EE | $2,890 | $6,035-52.1% | $5,298-45.4% | $4,779-39.5% |
| Participant deferral / active EE | $6,144 | $5,806+5.8% | $5,081+20.9% | $5,609+9.5% |
| Admin fee / account holder | $24,282 | $16,143+50.4% | $13,411+81.1% | $10,827+124.3% |