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 | $61,827 | $90,600-31.8% | $79,464-22.2% | $135,375-54.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 6.81% | 977.43%-970.6pp | 718.14%-711.3pp | 519.73%-512.9pp |
| Employer contribution / active EE | $6,424 | $3,068+109.4% | $2,800+129.4% | $4,779+34.4% |
| Participant deferral / active EE | $2,832 | $4,050-30.1% | $3,704-23.5% | $5,609-49.5% |
| Admin fee / account holder | $5,053 | $5,907-14.5% | $5,113-1.2% | $10,827-53.3% |