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 5-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 | $36,493 | $96,635-62.2% | $86,612-57.9% | $139,434-73.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 16.08% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,900 | $3,263+50.2% | $3,022+62.1% | $4,751+3.1% |
| Participant deferral / active EE | $13,385 | $4,836+176.8% | $4,438+201.6% | $6,710+99.5% |
| Admin fee / account holder | $12,675 | $6,408+97.8% | $5,614+125.8% | $11,403+11.2% |