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 | $56,091 | $98,750-43.2% | $149,696-62.5% | $79,858-29.8% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 20.28% | 27.43%-7.1pp | 276.60%-256.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,618 | $3,216+43.6% | $4,644-0.6% | $2,471+86.9% |
| Participant deferral / active EE | $8,674 | $5,680+52.7% | $6,842+26.8% | $3,740+131.9% |
| Admin fee / account holder | $991 | $6,053-83.6% | $9,309-89.4% | $5,306-81.3% |