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 | $50,477 | $109,327-53.8% | $89,391-43.5% | $158,922-68.2% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 18.92% | 345.68%-326.8pp | 245.62%-226.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,160 | $3,170-31.8% | $2,586-16.5% | $4,761-54.6% |
| Participant deferral / active EE | $4,719 | $4,598+2.6% | $3,890+21.3% | $5,982-21.1% |
| Admin fee / account holder | $9,792 | $6,153+59.1% | $4,881+100.6% | $11,246-12.9% |