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 6-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 | $51,886 | $159,901-67.6% | $146,958-64.7% | $145,922-64.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 21.32% | 98.13%-76.8pp | 418.34%-397.0pp | 561.29%-540.0pp |
| Employer contribution / active EE | $17,082 | $5,286+223.1% | $4,933+246.3% | $4,660+266.6% |
| Participant deferral / active EE | $9,578 | $8,428+13.6% | $8,070+18.7% | $6,688+43.2% |
| Admin fee / account holder | $2,761 | $15,044-81.6% | $12,998-78.8% | $13,397-79.4% |