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 | $37,321 | $96,635-61.4% | $86,612-56.9% | $139,434-73.2% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 15.25% | 106.41%-91.2pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,946 | $3,263+51.6% | $3,022+63.7% | $4,751+4.1% |
| Participant deferral / active EE | $4,979 | $4,836+3.0% | $4,438+12.2% | $6,710-25.8% |
| Admin fee / account holder | $6,972 | $6,408+8.8% | $5,614+24.2% | $11,403-38.9% |