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 | $55,465 | $102,966-46.1% | $90,281-38.6% | $152,861-63.7% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 21.40% | 95.16%-73.8pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $6,019 | $3,139+91.8% | $2,854+110.9% | $4,762+26.4% |
| Participant deferral / active EE | $6,866 | $4,281+60.4% | $3,885+76.7% | $5,850+17.4% |
| Admin fee / account holder | $1,316 | $6,171-78.7% | $5,351-75.4% | $11,596-88.7% |