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 | $60,909 | $102,604-40.6% | $86,188-29.3% | $139,434-56.3% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.0%+22.7pp | 80.3%+11.3pp |
| Annual return | 20.26% | 1922.51%-1902.2pp | 1168.45%-1148.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,532 | $3,032-49.5% | $2,380-35.6% | $4,751-67.8% |
| Participant deferral / active EE | $5,336 | $4,676+14.1% | $3,985+33.9% | $6,710-20.5% |
| Admin fee / account holder | $1,651 | $8,657-80.9% | $6,852-75.9% | $11,403-85.5% |