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 | $55,036 | $107,334-48.7% | $92,893-40.8% | $152,861-64.0% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 23.27% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,810 | $4,221-57.1% | $3,653-50.4% | $4,762-62.0% |
| Participant deferral / active EE | $3,664 | $4,845-24.4% | $4,236-13.5% | $5,850-37.4% |
| Admin fee / account holder | $488 | $7,079-93.1% | $5,794-91.6% | $11,596-95.8% |