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 | $46,266 | $121,625-62.0% | $104,607-55.8% | $158,922-70.9% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+9.0pp |
| Annual return | 17.98% | 465.26%-447.3pp | 340.46%-322.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,236 | $3,163-29.3% | $2,681-16.6% | $4,761-53.0% |
| Participant deferral / active EE | $6,299 | $4,177+50.8% | $3,740+68.4% | $5,982+5.3% |
| Admin fee / account holder | $830 | $7,787-89.3% | $6,473-87.2% | $11,246-92.6% |