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 | $56,541 | $176,812-68.0% | $146,665-61.4% | $167,490-66.2% |
| Participation rate | 91.3% | 83.6%+7.7pp | 80.1%+11.2pp | 82.1%+9.2pp |
| Annual return | 14.53% | 24.03%-9.5pp | 22.74%-8.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $7,285 | $5,160+41.2% | $4,136+76.1% | $4,837+50.6% |
| Participant deferral / active EE | $4,204 | $6,440-34.7% | $5,506-23.6% | $6,341-33.7% |
| Admin fee / account holder | $306 | $13,259-97.7% | $10,280-97.0% | $12,309-97.5% |