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 | $62,241 | $88,751-29.9% | $81,812-23.9% | $145,922-57.3% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.3%+19.0pp | 80.3%+11.0pp |
| Annual return | 13.33% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,062 | $3,083-33.1% | $2,912-29.2% | $4,660-55.7% |
| Participant deferral / active EE | $5,077 | $4,643+9.3% | $4,319+17.6% | $6,688-24.1% |
| Admin fee / account holder | $2,400 | $8,415-71.5% | $7,386-67.5% | $13,397-82.1% |