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 | $75,219 | $47,479+58.4% | $62,929+19.5% | $82,448-8.8% |
| Participation rate | 97.5% | 66.9%+30.6pp | 73.1%+24.4pp | 68.1%+29.4pp |
| Annual return | 15.85% | 20.34%-4.5pp | 1063.93%-1048.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $812 | $1,885-57.0% | $2,505-67.6% | $2,551-68.2% |
| Participant deferral / active EE | $1,623 | $2,870-43.5% | $3,888-58.3% | $4,139-60.8% |
| Admin fee / account holder | $426 | $3,804-88.8% | $5,065-91.6% | $7,234-94.1% |