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 | $45,937 | $88,751-48.2% | $81,812-43.9% | $145,922-68.5% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.3%-1.8pp | 80.3%-9.7pp |
| Annual return | 15.09% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,183 | $3,083+35.7% | $2,912+43.6% | $4,660-10.2% |
| Participant deferral / active EE | $8,187 | $4,643+76.3% | $4,319+89.6% | $6,688+22.4% |
| Admin fee / account holder | $2,915 | $8,415-65.4% | $7,386-60.5% | $13,397-78.2% |