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 | $59,335 | $105,998-44.0% | $92,233-35.7% | $147,584-59.8% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 22.86% | 50.05%-27.2pp | 176.28%-153.4pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,320 | $4,333-46.5% | $3,679-36.9% | $4,876-52.4% |
| Participant deferral / active EE | $5,441 | $4,478+21.5% | $3,897+39.6% | $5,4390% |
| Admin fee / account holder | $1,391 | $6,332-78.0% | $5,194-73.2% | $10,885-87.2% |