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 | $59,531 | $102,966-42.2% | $90,281-34.1% | $152,861-61.1% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 23.06% | 95.16%-72.1pp | 78.10%-55.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,706 | $3,139+18.1% | $2,854+29.8% | $4,762-22.2% |
| Participant deferral / active EE | $8,303 | $4,281+93.9% | $3,885+113.7% | $5,850+41.9% |
| Admin fee / account holder | $5,246 | $6,171-15.0% | $5,351-2.0% | $11,596-54.8% |