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 | $61,750 | $49,173+25.6% | $121,098-49.0% | $75,163-17.8% |
| Participation rate | 71.4% | 55.4%+16.0pp | 69.5%+1.9pp | 67.2%+4.2pp |
| Annual return | 21.11% | 55.99%-34.9pp | 985.75%-964.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,283 | $1,546-17.0% | $4,164-69.2% | $2,670-51.9% |
| Participant deferral / active EE | $3,157 | $2,628+20.2% | $4,080-22.6% | $4,125-23.5% |
| Admin fee / account holder | $534 | $3,942-86.4% | $5,644-90.5% | $5,651-90.5% |