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 | $54,537 | $114,047-52.2% | $96,139-43.3% | $167,490-67.4% |
| Participation rate | 85.0% | 75.1%+9.9pp | 68.4%+16.6pp | 82.1%+2.9pp |
| Annual return | 100.04% | 189.88%-89.8pp | 191.94%-91.9pp | 478.56%-378.5pp |
| Employer contribution / active EE | $1,511 | $3,427-55.9% | $2,797-46.0% | $4,837-68.8% |
| Participant deferral / active EE | $7,206 | $5,194+38.7% | $4,349+65.7% | $6,341+13.6% |
| Admin fee / account holder | $7,944 | $6,897+15.2% | $5,537+43.5% | $12,309-35.5% |