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 | $50,764 | $165,912-69.4% | $122,332-58.5% | $147,584-65.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 21.52% | 34.55%-13.0pp | 30.27%-8.8pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,870 | $5,754-67.5% | $4,050-53.8% | $4,876-61.7% |
| Participant deferral / active EE | $6,326 | $4,005+57.9% | $3,287+92.5% | $5,439+16.3% |
| Admin fee / account holder | $353 | $7,424-95.3% | $5,478-93.6% | $10,885-96.8% |