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 | $56,246 | $102,966-45.4% | $90,281-37.7% | $152,861-63.2% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 28.79% | 95.16%-66.4pp | 78.10%-49.3pp | 345.32%-316.5pp |
| Employer contribution / active EE | $4,377 | $3,139+39.5% | $2,854+53.4% | $4,762-8.1% |
| Participant deferral / active EE | $7,772 | $4,281+81.5% | $3,885+100.0% | $5,850+32.8% |
| Admin fee / account holder | $323 | $6,171-94.8% | $5,351-94.0% | $11,596-97.2% |