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 | $58,525 | $111,724-47.6% | $93,606-37.5% | $145,922-59.9% |
| Participation rate | 78.9% | 74.2%+4.7pp | 68.7%+10.2pp | 80.3%-1.3pp |
| Annual return | 14.56% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $7,131 | $3,090+130.8% | $2,420+194.7% | $4,660+53.0% |
| Participant deferral / active EE | $4,720 | $4,912-3.9% | $4,411+7.0% | $6,688-29.4% |
| Admin fee / account holder | $844 | $10,250-91.8% | $8,285-89.8% | $13,397-93.7% |